Client portal
Help clients find their services, understand their account information and reach your team. Give your provider team a consistent workspace across the organizations you support.
Client portal in practice
A provider workspace contains separate client organizations. Your own employees belong to your provider team; your clients’ people are invited into their client organization. Memberships and roles determine the access each person receives.
My Services gives client users a simple entry point with service tiles. Opening Okta takes them to their organization’s reporting page. Helpdesk is available when the provider has enabled and configured the relevant connection and client mapping.
Provider branding settings let you configure the portal identity through supported logo and color options. Branding works alongside the shared interface and access controls, helping clients recognize the provider they already work with.
Account MFA supports local account security. Providers can also enable Okta SSO for individual clients and send invitations tailored to Okta login. Users still need the right GuardLume access; an external identity alone does not grant membership.
Client profiles, contacts, reporting and helpdesk conversations sit within the same organizational context. Instead of explaining where each piece lives every time, your team can guide clients through a repeatable review process.
Good questions
Yes. Providers manage multiple client organizations, with billing capacity controlling the number of available client slots.
No. Provider employees belong to the provider team. Client contacts receive access within the relevant client organization through their invitation and role.
Keep exploring
Your next client experience
Give clients a shared place to review the information and work with your team.
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