How To Set Up Power BI Embedded in Foyer

Detailed documentation for embedding Power BI reports in your Foyer client portal.

How to Change a Client's Email Address

Change a client's email address in case they lost access to their email or want to use a new email address.

How to Change Your Admin Account's Email Address

Change your admin email address if you’ve lost access to your current one or simply want to switch to a new address.

How to Create Groups

How to create and use groups functionality in Foyer

How to Set a Custom Logo Image For Any Form

Here's how you can customize a form in Foyer to use your own custom logo image.

Where Can I Find My Foyer Subscription Invoices?

Here's how you can find your Foyer subscription invoices.

How to Set Up a Custom Email Address for Your Client Portal

Choose which email address you'd like all your client portal notification emails to come from.

How to Resend a Client Invitation Email [Resend Registration Link]

Step-by-step guide on how to resend invitation emails to any of your clients or staff.

How to Change Staff & Client Invitation Duration [Invitation Expiration]

Here's how you can set your client & staff invitations to expire sooner (for higher security) or later (for better convenience) depending on your business use case.

How to Allow Clients to Upload Files Without Logging In

Here's an easy way to allow clients to upload files to you without your clients needing to make accounts (using Foyer SafeDrop).

How to Allow Clients to Create Their Own Accounts [Self Registration]

Step by step guide on how to allow your clients to register their own accounts without the need to invite them directly.

How to Set Up a Custom Domain for Your Client Portal

Here's how you can set up your custom domain with your Foyer client portal.

How to Bulk Import Your Clients Into Foyer

Learn how you can bulk import your clients into your Foyer client portal with any spreadsheet.

How to Share Files Publicly with Foyer

Learn a quick and easy way to share files publicly with Foyer SafeLinks.

How to Uninstall Your Foyer Outlook Add-in

Learn how to uninstall your Foyer Outlook Add-in

How to Create a Custom Home Page for Your Client Portal

Learn how you can customize your client portal by assigning custom home pages for any user.

How to Upgrade Your Foyer Subscription

Learn how to sign up for Foyer, choose your license, and select the right amount of staff your business needs.

How to Send Secure Email with the Foyer Outlook Add-in

Send secure email and transfer large files via email with Foyer

How to Send File Signature Requests with DocuSign

Use our DocuSign integration to request file signatures for any file in a Space.

Using File Preview

View files before downloading, and verify the files you're sharing.

How to Upload Files as a Client

Learn how to upload files to the organization

How to Upload Files to Clients

Learn how to upload files to your clients as a staff or admin of your business.

How to Add a Client

Learn how to get your clients onboarded to Foyer.

How to Add a Staff

Learn how to get your employees onboarded to Foyer.

Creating Folders

Better organize files for your clients using folders.

How many accounts can my organization make?

What kind of files can I share?

Is there a limit to how many files I can share?

Which plan is right for my business?

How much storage do I get?

Can my company try Foyer before buying?

Can I cancel my subscription?