How do I create a new portal?

Two ways to accomplish this! Let's explore the options and you pick the best method that fits your workflow!

Method One - Left Side Panel

  1. Simply click on "New Portal" on the left pop out menu.
  1. This will provide you with the Create Portal screen.
  2. Enter Portal name and email if you wish to invite someone.
  3. Donezo.

Method Two - Search Bar

  1. Type the name of your customer or guest in the search bar, press enter
  1. You should be greeted by the Create Portal Screen, enter an email and send the invite!
    *NOTE: If a vault already exists with that name you will be taken there*