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.
Basic Settings
Logo: Upload a logo that matches your brand that can appear at the login page, safedrop page, top left corner of the logged in client portal, and in forms.
Subdomain Name: Change the subdomain. For example, your subdomain could be called "example" and you can change it by entering, "test", and clicking save.
Name: Define the name that appears at the login page, safedrop page, top left corner of the logged in client portal, and in forms.
Color: Select a color that matches your brand.
Custom Domain
If you signed up for the Premium or Ultimate plans, you can set up your Foyer client portal with your own custom domain.
This means you can take any domain name you already own ("example.com" for example), and set up your client portal to be at any subdomain (or even root/apex domain). If you own "example.com", you could set your client portal to be any one of these:
- portal.example.com
- example.com (known as the apex domain)
- clientportal.example.com
- etc...
To set up your custom domain, login to your client portal with an administrator account, navigate to "Org", click "Custom Domain", and follow the on screen instructions.
Troubleshooting Tips
- Domain Name: Ensure the "Domain name" field is not already in use. For example, say I have a website named "example.com" and on the Foyer custom domain page, I enter example.com, there could be conflicting DNS records. Instead, it is recommended to use a domain entry of portal.example.com, workspace.example.com, etc.
- DNS Record Propagation: Foyer can't complete linking your custom domain if it can't see your DNS records. Depending on your domain registrar, it can take 24-48 hours for your DNS records to propagate across the web. If your domain isn't linking to Foyer, try a tool like MxToolBox, select their TXT Lookup from the search dropdown, and look up your domain to see if the records are publicly available yet.
Edit Organization Notifications
Set your org wide preferences on how users should be notified of activity in the client portal. Settings across all notifications are enabled by default.
- Desktop Notifications: Receive desktop notifications that alert you as soon as there's new activity.
- Send Desktop Notifications for Chat Activity: Choose if you would like to receive desktop notifications for new chat messages.
- Send Email Notifications for Chat Activity: Choose if you would like to receive email notifications for new chat messages.
- Send Desktop Notifications for File Activity: Choose if you would like to receive desktop notifications for file uploads.
- Send Email Notifications for File Activity: Choose if you would like to receive email notifications for file uploads.
- Send Desktop Notifications for Form Submissions Activity: Choose if you would like to receive desktop notifications for new form submissions.
- Send Email Notifications for New Form Submissions: Choose if you would like to receive email notifications for new form submissions.
More
- Create a space for new users: Automatically creates a space for users to contact your staff. Default is on.
- Create a space for new groups: Automatically creates a space for groups to contact your staff. Default is on.
- Include Staff on All Spaces: Automatically includes staff as members to all spaces. Default is off.
- Default Language: The default language to use for all clients and staff (selecting "default" uses language detected by browser).
- Enable Client Self Registration: Allows clients to create their own accounts without being invited first. Default is off.
- Invitation Expiration: How long an invitation is valid for before it expires (for staff and clients). Default is 1 Month.
- Email Verification Token Expiration: How long an email verification token is valid for before it expires (for staff and clients). Default is 15 minutes.
Manage Billing
Update your subscription and billing information. To get started with Foyer, select a plan from one of the options. For unlimited client or staff accounts and custom integations, please contact sales for an enterprise plan.
Foyer Apps
Foyer Apps is the central location to configure which Apps are enabled across your organization. By default, Foyer Apps includes Home, Spaces, Pages, Clients, Staff, Groups, Account, Org, and Logs. But you don't have to stop there, you can add as many custom apps as you'd like with our integrations across a variety of third party applications, enabling your customers to have everything they need within one client portal. Apps can be changed in many different ways such as,
- Icon
- Name
- Order in the Menu
- Visibility to Staff and Clients
- and much more.
Setup
To change any Foyer App,
- Navigate to "Org"
- Click "Edit Foyer Apps"
- On the "Apps" page you can,
- Move the order in you want to change any App page appears for all users by clicking the two horizontal lines beside the App Box.
- Click the vertical ellipsis and click "Edit App" to change the icon and label text as it appears to users.
Embed a Page
Embedding a third party app can be ideal for a client portal. It can allow your clients to access third party applications without ever having to leave the client portal.
- Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Embed"
- Scroll to the bottom of the "Apps" page,
- Move the order in which our new "Embed" page appears for all users by clicking the two horizontal lines beside the "Embed" box
- Click the vertical ellipsis of the newly created Embed App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
- Click the vertical ellipsis of the newly created Embed App and click "Customize App (Global)" to enter your embedded URL.
- Knowing what URL to paste into this section is important. Take for example this code provided by Vimeo.com for embedding
<iframe title="vimeo-player" src="https://player.vimeo.com/video/1035359933?h=b269bbc208" width="640" height="360" frameborder="0" allowfullscreen></iframe>.
Now, for our Foyer Embbeded App, all we need is the src URL of, https://player.vimeo.com/video/1035359933?h=b269bbc208, paste only that link into the "Embed Link", and click "Confirm"
Add a Link
With Foyer App Links, you can provide links to third party resources that will guide the user outside your client portal.
- Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Link"
- Scroll to the bottom of the "Apps" page,
- Move the order in which our new "Link" page appears for all users by clicking the two horizontal lines beside the "Link" box
- Click the vertical ellipsis of the newly created "Link" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
- Click the vertical ellipsis of the newly created "Link" App, click "Customize App (Global)" to enter your link URL, and click "Confirm"
PowerBI Embedded App
Embedding Power BI inside Foyer lets your clients view interactive, secure analytics without ever leaving the portal or logging in twice. You keep fine grained access control and a unified experience alongside documents, chat, and forms. For details on this feature, click here for instructions.
Calendly Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Calendly"
- On the Calendly website, login, navigate to "Scheduling", click “Event Types”, copy the event link you’d like to use in your Foyer Calendly App.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Calendly" App, click "Customize App (Global)" to paste your link URL we copied from Calendly, and click "Confirm"
- Move the order in which our new "Calendly" page appears for all users by clicking the two horizontal lines beside the "Calendly" box
- Click the vertical ellipsis of the newly created "Calendly" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Airtable Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Airtable"
- On the Airtable website, login, click on the top menu item that says, “Share and Sync” or “Share View”. Next, click “Embed this view”, and copy the link of the quoted text after src=, and make sure to copy only the URL, not the quotes themselves.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Airtable" App, click "Customize App (Global)" to paste your link URL we copied from Airtable, and click "Confirm"
- Move the order in which our new "Airtable" page appears for all users by clicking the two horizontal lines beside the "Airtable" box
- Click the vertical ellipsis of the newly created "Airtable" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Notion Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Notion"
- On the Notion website, login, click the left hand menu item you want to share, click "Share", click the tab of "Publish", click "Publish", click "embed" this page", and copy the link of the quoted text after src=, and make sure to copy only the URL, not the quotes themselves.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Notion" App, click "Customize App (Global)" to paste your link URL we copied from Notion, and click "Confirm"
- Move the order in which our new "Notion" page appears for all users by clicking the two horizontal lines beside the "Notion" box
- Click the vertical ellipsis of the newly created "Notion" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Trello Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Trello"
- On the Trello website, login, go to your Trello board, and ensure its configured as "public"
- Click the ellipsis beside the "Share" button
- Select "Print", click "Export", and "Share"
- Copy the link provided under "Link to this board"
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Trello" App, click "Customize App (Global)" to paste your link URL we copied from Notion, and ensure you complete the following step:
- Your copied URL may look like,
https://trello.com/b/VJAR84I2
- You need to add
.html
so the final URL is, https://trello.com/b/VJAR84I2.html
- Click "Confirm"
- Move the order in which our new "Trello" page appears for all users by clicking the two horizontal lines beside the "Trello" box
- Click the vertical ellipsis of the newly created "Trello" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Jotform Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Jotform"
- On the Jotform website, login, go to your "My Workspace",
- Mouse over a specific form, click "More" and select "Publish Form"
- Click the "Embed" tab
- Under "Embed Options", select the drop down of iFrame. Copy the code to your clip board. In a text editor (word doc, google doc, browser URL, etc), paste the iframe as such
<iframe id="JotFormIFrame-251818222063154" title="New Customer Registration Form" onload="window.parent.scrollTo(0,0)" allowtransparency="true" allow="geolocation; microphone; camera; fullscreen; payment" src="
https://form.jotform.com/251818223062154
" frameborder="0" style="min-width:100%;max-width:100%;height:539px;border:none;" scrolling="no" > </iframe> <script src='https://cdn.jotfor.ms/s/umd/latest/for-form-embed-handler.js'></script> <script>window.jotformEmbedHandler("iframe[id='JotFormIFrame-251818223068154']", "https://form.jotform.com/")</script>
- Now, copy only the bolded text as shown above.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Jotform" App, click "Customize App (Global)" to paste your link URL we copied from Jotform, and click "Confirm"
- Move the order in which our new "Jotform" page appears for all users by clicking the two horizontal lines beside the "Jotform" box
- Click the vertical ellipsis of the newly created "Jotform" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Canva Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Canva"
- On the Canva website, login, go to your design
- Click "Share" on the top right of screen, Click "See All", Click "Embed", and Click "Embed" once more
- Copy the HTML embed code. In a text editor (word doc, google doc, browser URL, etc), paste the HTML such as,
<div style="position: relative; width: 100%; height: 0; padding-top: 56.2500%;padding-bottom: 0; box-shadow: 0 2px 8px 0 rgba(63,69,81,0.16); margin-top: 1.6em; margin-bottom: 0.9em; overflow: hidden;border-radius: 8px; will-change: transform;"><iframe loading="lazy" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0;margin: 0;"src="
https://www.canva.com/design/DAGr-l7Fqnk/8fdAhjBxnZ5sfBLHpBqozg/view?embed
" allowfullscreen="allowfullscreen" allow="fullscreen"></iframe></div><a href="https:&x2F;&x2F;www.canvacm/design&xF;DAGr-l7Fqnk#x2F;8dAhjBxnZ5sBLHBqozg#x2F;view?utm_content=DAGr-l7Fqnk&utm_campaign=designshare&utm_medium=embeds&utm_source=link" target="_blank" rel="noopener">Presentation</a>
- Now, copy only the bolded text as shown above.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Canva" App, click "Customize App (Global)" to paste your link URL we copied from Canva, and click "Confirm"
- Move the order in which our new "Canva" page appears for all users by clicking the two horizontal lines beside the "Canva" box
- Click the vertical ellipsis of the newly created "Canva" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Hubspot Forms Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Hubspot Forms"
- On the Hubspot Forms website, login, click the "Marketing" tab, and click "Forms"
- For an existing form that was generated as an embedded form, click the "Edit" button on the form, click "Embed" in the top right, and copy "Share Link"
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Hubsport Forms" App, click "Customize App (Global)" to paste your link URL we copied from Hubspot Forms, and click "Confirm"
- Move the order in which our new "Hubspot Forms" page appears for all users by clicking the two horizontal lines beside the "Hubspot Forms" box
- Click the vertical ellipsis of the newly created "Hubspot Forms" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Vimeo Embed
- Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Embed"
- Scroll to the bottom of the "Apps" page,
- Move the order in which our new "Embed" page appears for all users by clicking the two horizontal lines beside the "Embed" box
- Click the vertical ellipsis of the newly created Embed App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users.
- In the "Visibility" section, who the app is visible to
- Click the vertical ellipsis of the newly created Embed App and click "Customize App (Global)" to enter your embedded URL.
- On Vimeo, find the video you want to embed, click the share button on the top right of the video, click "< />", and copy the code. In a text editor (word doc, google doc, browser URL, etc), paste the HTML such as,
<iframe title="vimeo-player" src="
https://player.vimeo.com/video/1035359923?h=b269bbc208
" width="640" height="360" frameborder="0" allowfullscreen></iframe>.
- Now, copy only the bolded text as shown above.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Embed" App, click "Customize App (Global)" to paste your link URL we copied from Vimeo, and click "Confirm"
Youtube Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Youtube"
- On the Youtube website, find the video you want to embed,
- Click "Share" under the video
- Click "Embed"
- Copy the Embedded code so that you only copy the bolded text as shown below
<iframe width="560" height="315" src="
https://www.youtube.com/embed/yd9Dn3bJ?si=uhaqC_Pva3Y-
" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Youtube" App, click "Customize App (Global)" to paste your link URL we copied from Youtube, and click "Confirm"
- Move the order in which our new "Youtube" page appears for all users by clicking the two horizontal lines beside the "Youtube" box
- Click the vertical ellipsis of the newly created "Youtube" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Figma Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Figma"
- On the Figma website, click the file, project, etc. that you would like to embed.
- Click "Share" on the top right
- Under "Who has access", click "Only Invited People", change the value to "Anyone", and click "Save"
- Click "Get embed code"
- Copy the Embedded code so that you only copy the bolded text as shown below
<iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="
https://embed.figma.com/design/y1UIMYMt5Z3acF0Uov/pl2buae-s-tem-library?embed-host=share
" allowfullscreen></iframe>
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Figma" App, click "Customize App (Global)" to paste your link URL we copied from Figma, and click "Confirm"
- Move the order in which our new "Figma" page appears for all users by clicking the two horizontal lines beside the "Figma" box
- Click the vertical ellipsis of the newly created "Figma" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Typeform Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Typeform"
- On the Typeform website, login, select the drop down menu of the form you want to embed, click "Share", and click "Copy Link"
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Typeform" App, click "Customize App (Global)" to paste your link URL we copied from Typeform, and click "Confirm"
- Move the order in which our new "Typeform" page appears for all users by clicking the two horizontal lines beside the "Typeform" box
- Click the vertical ellipsis of the newly created "Typeform" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Google Drive Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Google Drive"
- On the Google Drive website, login, open the file you'd like to share, click "Share", and ensure sharing permissions are set to "Anyone with the link can view"
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Google Drive" App, click "Customize App (Global)" to paste your link URL we copied from Google Drive, and click "Confirm"
- Move the order in which our new "Google Drive" page appears for all users by clicking the two horizontal lines beside the "Google Drive" box
- Click the vertical ellipsis of the newly created "Google Drive" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Google Docs Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Google Docs"
- On the Google Docs, login, open the Google Doc you'd like to share, click "Share", and ensure sharing permissions are set to "Anyone with the link"
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Google Docs" App, click "Customize App (Global)" to paste your link URL we copied from Google Docs, and click "Confirm"
- Move the order in which our new "Google Docs" page appears for all users by clicking the two horizontal lines beside the "Google Docs" box
- Click the vertical ellipsis of the newly created "Google Docs" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Google Forms Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Google Forms"
- On the Google Forms, login, open the Google Form you'd like to share,
- Click "Share", and ensure responder permissions are set to "Anyone with the link can view"
- Click the vertical ellipsis on the top right, select "Embed HTML", and copy only the link as shown in bold in this example,
<iframe src="
https://docs.google.com/forms/d/e/1FAIpQLSdTVNrnomcFnR8T6T9ZeZC9JWSYz62jeSkuSUAtQHw/viewform?embedded=true
" width="640" height="380" frameborder="0" marginheight="0" marginwidth="0">Loading…</iframe>
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Google Forms" App, click "Customize App (Global)" to paste your link URL we copied from Google Forms, and click "Confirm"
- Move the order in which our new "Google Forms" page appears for all users by clicking the two horizontal lines beside the "Google Forms" box
- Click the vertical ellipsis of the newly created "Google Forms" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Google Sheets Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Google Sheets"
- On the Google Sheets, login, open the Google Sheet you'd like to share, click "Share", and ensure sharing permissions are set to "Anyone with the link"
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Google Sheets" App, click "Customize App (Global)" to paste your link URL we copied from Google Sheets, and click "Confirm"
- Move the order in which our new "Google Sheets" page appears for all users by clicking the two horizontal lines beside the "Google Sheets" box
- Click the vertical ellipsis of the newly created "Google Sheets" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Monday Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Monday"
- Follow the instructions from Monday.com to copy the embed code. Note: When copying the code, only copy the URL inside the quotes of
src=
. - In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Monday" App, click "Customize App (Global)" to paste your link URL we copied from Monday, and click "Confirm"
- Move the order in which our new "Monday" page appears for all users by clicking the two horizontal lines beside the "Monday" box
- Click the vertical ellipsis of the newly created "Monday" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Looker Studio Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Looker Studio"
- Go to the Looker Studio website, login, and select a document
- Click "Edit" and click "Share" in the top right corner
- Change the Link to "Public (anyone with the link can view)".
- Click the drop down menu beside "Share", click enable embedding, and copy the embed URL.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Looker Studio" App, click "Customize App (Global)" to paste your link URL we copied from Looker Studio, and click "Confirm"
- Move the order in which our new "Looker Studio" page appears for all users by clicking the two horizontal lines beside the "Looker Studio" box
- Click the vertical ellipsis of the newly created "Looker Studio" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
ClickUp Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "ClickUp"
- Go to the ClickUp website and login
- Select a Space from the sidebar
- Navigate to a document you want to embed
- Click "Share" on the top right side and ensure "Enable Public Link" is set.
- Click "Copy public link"
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "ClickUp" App, click "Customize App (Global)" to paste your link URL we copied from ClickUp, and click "Confirm"
- Move the order in which our new "ClickUp" page appears for all users by clicking the two horizontal lines beside the "ClickUp" box
- Click the vertical ellipsis of the newly created "ClickUp" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Zoom Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "Zoom"
- On Zoom, navigate to your Zoom account settings
- Select "Scheduler" from the left menu
- Click "Share" from the schedule you want to embed
- Copy the embed code. Note: When copying the code, only copy the URL inside the quotes of
src=
.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "Zoom" App, click "Customize App (Global)" to paste your link URL we copied from Zoom, and click "Confirm"
- Move the order in which our new "Zoom" page appears for all users by clicking the two horizontal lines beside the "Zoom" box
- Click the vertical ellipsis of the newly created "Zoom" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Microsoft OneDrive Embed
- In your Foyer Client Portal, Navigate to "Org"
- Click "Edit Foyer Apps"
- Scroll to the bottom of the "Apps" page and click "Add App"
- Select "OneDrive"
- On OneDrive, open a file you want to embed
- Click the ellipsis and select "Embed"
- Copy the embed code. Note: When copying the code, only copy the URL inside the quotes of
src=
.
- In your Foyer Client Portal, Click the vertical ellipsis of the newly created "OneDrive" App, click "Customize App (Global)" to paste your link URL we copied from OneDrive, and click "Confirm"
- Move the order in which our new "OneDrive" page appears for all users by clicking the two horizontal lines beside the "OneDrive" box
- Click the vertical ellipsis of the newly created "OneDrive" App and click "Edit App" to change,
- In the "General" section, the icon and label text as it appears to all users
- In the "Visibility" section, who the app is visible to
Apps Customization
The "Org" Menu item can also be customized with different logos and text as well.
- Navigate to "Org" and click to "Edit Foyer Apps"
- On the "Apps" page you can,
- Move the order in which "Org" page appears for all users by clicking the two horizontal lines beside the "Staff" box
- Click the vertical ellipsis and click "Edit App" to change the icon and label text as it appears to users.