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Client Portal

What is the Client Portal?

The Client Portal lets you invite clients, contractors, or external collaborators to manage content on your Fast Mode sites without giving them access to your main account. You can:

  • Invite unlimited clients to specific projects

  • Control exactly what each client can do with granular permissions

  • Whitelabel the portal with your own branding (logo, colors)

  • Track all client activity with audit logs

Clients get their own login credentials and can only access the projects you invite them to.


Enabling the Client Portal

Step 1: Open Project Settings

  1. Go to your project dashboard

  2. Click Settings in the sidebar

  3. Scroll to the Client Portal section

Step 2: Enable the Portal

  1. Toggle Enable Client Portal to on

  2. The portal URL will appear (e.g., yoursite.fastmode.ai/admin)

Once enabled, you can start inviting clients and customizing the branding.


Inviting Clients

Step 1: Create an Invitation

  1. In SettingsClient Portal, click Invite User

  2. Enter the client's email address

  3. Optionally enter their name (pre-fills the registration form)

  4. Select the permissions you want to grant

  5. Click Send Invitation

Step 2: Share the Invite Link

You have two options:

  • Automatic email: Fast Mode sends an invitation email with a link

  • Manual sharing: Copy the invite link and send it yourself

The invite link expires in 7 days. You can regenerate it from the pending invitations list.

Step 3: Client Accepts

When the client clicks the invite link:

  1. They see your project name and who invited them

  2. They create a password (minimum 8 characters)

  3. They're automatically logged into the portal

Managing Invitations

In the Client Portal settings, you can:

  • View all pending invitations

  • Copy invite links to share manually

  • Regenerate expired links

  • Cancel pending invitations


Permissions

Each client can have different permissions. Here's what each permission allows:

Permission

What It Allows

CMS Read

View collection items and content

CMS Write

Create, edit, archive, and delete items

Visual Editor

Use the drag-and-drop page editor

Forms

View form submissions

DNS

Manage domain settings

API

Access API keys and integrations

Notifications

Manage notification rules

Default Permissions

New invitations include these permissions by default:

  • CMS Read

  • CMS Write

  • Visual Editor

  • Forms

Changing Permissions

You can update a client's permissions at any time:

  1. Go to SettingsClient Portal

  2. Find the client in the Portal Users list

  3. Click Edit to change their permissions

  4. Save changes (takes effect immediately)


What Clients Can Do

Based on their permissions, clients can:

With CMS Read + Write

  • View all collections and items

  • Create new content items

  • Edit existing items

  • Publish and unpublish content

  • Archive and delete items

  • Upload media (images, files)

With Visual Editor

  • Edit pages using the drag-and-drop editor

  • Update text, images, and layouts

  • Preview changes before publishing

With Forms Permission

  • View all form submissions

  • Export submission data

  • See submission timestamps and details

What Clients Cannot Do

Portal users can never:

  • Access your main Fast Mode account

  • See other projects you own

  • Invite other users (only owners/admins can)

  • Delete the project

  • Access billing or subscription settings

  • Deploy or manage site hosting


Client Portal Login

Clients access the portal at:

  • Subdomain: yoursite.fastmode.ai/admin

  • Custom domain: yourdomain.com/admin (if configured)

They log in with the email and password they set during registration.

Password Reset

If a client forgets their password:

  1. Click "Forgot Password" on the login page

  2. Enter their email address

  3. They'll receive a reset link via email


Whitelabeling the Portal

Make the client portal match your brand:

Portal Logo

  1. Go to SettingsClient Portal

  2. Upload your logo under Portal Logo

  3. For dark mode support, upload a light variant too

Recommended: PNG or SVG, at least 200px wide.

Brand Color

  1. Click the color picker next to Primary Color

  2. Select your brand color (hex format, e.g., #6366f1)

  3. The color applies to buttons, links, and accents

Favicon

The portal uses your site's favicon. To change it:

  1. Go to SettingsSEO

  2. Upload a new favicon

Custom Domain

For full whitelabeling, use a custom domain:

  1. Set up your custom domain in SettingsDomains

  2. Clients will access the portal at yourdomain.com/admin

  3. No mention of "fastmode.ai" in the URL

Remove Fast Mode Branding

Pro subscribers can remove the "Built with Fast Mode" badge:

  1. Go to SettingsFast Mode Branding

  2. Toggle off Show Fast Mode Badge


Managing Portal Users

View All Users

In SettingsClient Portal, you'll see:

  • All active portal users

  • Their email and name

  • Their current permissions

  • Last login date

Remove a User

  1. Find the user in the Portal Users list

  2. Click the Remove button

  3. Confirm the removal

This revokes their access immediately. They can no longer log in to this project.

Audit Log

All portal user actions are logged:

  • Logins and logouts

  • Content created, edited, or deleted

  • Items published or unpublished

  • IP address and browser info


Multi-Project Access

The same client can have access to multiple projects:

  • Invite them to each project separately

  • They use the same email and password

  • Permissions are set per-project

  • They switch between projects from their portal dashboard


Security

The client portal includes several security features:

  • Encrypted passwords: bcrypt hashing with salt

  • Short-lived tokens: Access tokens expire in 15 minutes

  • Refresh tokens: 7-day expiry, stored securely

  • Audit logging: All actions tracked with IP/user agent

  • Per-project isolation: Clients can only see invited projects


Related Docs

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