Foyer Setup Guide
Setting up your client portal is the very first step toward giving your clients the seamless, branded experience they expect. This master support document walks you every single configuration task, from activating your portal to fine tuning user permissions and customizing the look and feel. Whether you’re a first time administrator or refreshing an existing portal, you’ll find clear instructions, best practice tips, and troubleshooting notes to ensure a smooth launch.
Home
When staff users first log into their client portal, they are greeted with the default home page. This page is designed to help new staff members get started with setting up their organization. It includes a series of tasks such as uploading a logo, setting up the organization's profile, and personalizing user accounts with avatars and basic information. Additionally, the default home page provides links to support materials and instructions on how to upload files. While this page is a great starting point, staff users are encouraged to create customized home pages for their end users. For more details on creating a new home page, please refer to the "Pages" section of our documentation.
Spaces
The Spaces page is where both staff users and client users can collaborate by creating individual spaces with customized permissions for members. Each space includes a files section, where users can upload, download, and preview files within organized folders. There's also a chat functionality that allows for real time communication among space members. Additionally, the settings section of each space provides various configuration options, such as managing member access, adjusting permissions for file downloads or edits, and enabling or disabling chat features.
- Spaces Documentation
- How To Upload Files as a Client
- Creating Folders
- How to Share Files Publicly
- File Preview
Pages
The Pages section within Foyer serves as a comprehensive knowledge base, allowing you to create unlimited pages accessible to both end users and staff members. Pages come with rich text editing features, allowing you to format text with bold, italics, bullet points, headers, and more. Additionally, you can assign a specific page as a homepage for particular clients or groups. By clicking the home button with the plus icon, you can easily set a customized homepage, ensuring that when users log in, they're greeted with a tailored experience.
Clients
The Clients page is accessible exclusively to staff members upon login. It serves as a central hub where staff can invite clients, upload client information in bulk, and manage client registrations. When registering clients, staff can define details such as first name, last name, email, and other fields. For more detailed instructions on how to add users to your client portal, please see the link.s provided below.
- Clients Documentation
- How to Invite a Client
- Bulk Import Your Clients
- How To Resend a Client Invitation Email
- How to Allow Clients to Create Their Own Accounts [Self Registration]
Staff
The Staff page, accessible only to staff members, allows for the management and addition of new staff who will help oversee the Foyer client portal. Similar to the Clients page, you can add a new staff member by entering their first name, last name, email, and even uploading a profile picture. Once their information is entered, simply click the invite button to bring them on board.
Forms
The Forms section is exclusively accessible to staff members. It allows staff users to create highly customizable forms, which can then be shared via QR code or a direct link. These forms can be tailored with different logos, colors, and a variety of form fields, such as descriptive text, text entry fields, multiple-choice and multi-select options, e-signatures, file uploads, date fields, and more. Forms can also be made public, saved as drafts, or saved in place for future use, especially for longer or more complex forms.
Logs
The Logs page provides all audit log of user actions within your portal. Available only to administrators, you can view when users logged in, uploaded files, previewed files, and much more. See the link below for all the audit log events that can be generated.
Groups
Groups in Foyer allow staff members to efficiently organize users, making it simpler to manage Spaces. By assigning users to groups, you can create clear visual and functional distinctions using group titles and avatars. This helps users recognize one another more easily and streamlines the process of adding multiple users to a Space by selecting a single group.
Account
The Account page is available for all users in the client portal. All users can change their avatar, name, reset password, setup MFA, and update notification preferences. Administrators may have access to API Tokens and the Docusign Integration as well.
Org
The Org page is where you'll find all administrator settings for your client portal. Here, you can customize your client portal logo, custom domain, notifications, billing, Foyer Apps, web builder, email templates, and Safedrop settings. This page is exclusive to staff members in use.
- Org Documentation
- Basic Settings
- Custom Domain
- Billing
- Foyer Apps
Use Case Scenarios
How to Allow Clients to Upload Files Without Logging In
