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Enable the Landing Experience for External Users

By default, the Landing Experience feature is shipped as "on" for internal users and "off" for external clients. It will need to be switched for external users to access it. External Client The Landin

Updated over 2 weeks ago

By default, the Landing Experience feature is shipped as "on" for internal users and "off" for external clients. It will need to be switched for external users to access it.

External Client

The Landing Experience can be turned on for a given company from the Portal Configuration screen for External Client User Type. Tick the Landing Experience Enabled checkbox and click

save button

.

portal_config_screen.png

When the Landing Experience is turned on, external client users will be automatically directed to the Landing Experience page. If a user has access to more than one company, they must first select a company name to view that companies dashboard.

Screenshot of Landing Experience view for External Client User types

Legacy External Client Dashboard

Screenshot of legacy dashboard for External Client User types

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