Your finish line: a signed-in customer sees the intended sections and their own records in your website’s My Account area. This is different from the internal Dashboard Builder used for staff analytics.
1. Prepare the website
Select the correct organization and active site in Studio Manager. Have a published/test website and a customer identity for verification. If using a custom portal layout, create that page in Build Studio first. The built-in default layout can be used instead.
2. Open Client Portal
Go to Home › Active Site › Client Portal. Confirm that the Active Site is the site your customers use. The drawer edits that site’s portal configuration; it is not a separate employee account screen.
3. Choose the layout
Select a Layout page, or keep Built-in default layout. If the drawer says the site has no pages, create the custom page first or use the default. Your layout controls presentation; it does not replace customer authentication or record-level access.
4. Choose what customers see
The implementation exposes these section choices:
| Group | Sections |
|---|---|
| Work and files | Overview, Projects, Files |
| Purchases and bookings | Orders, Events, Wishlists, Reservations, Payments |
| Relationships and support | Benefits, Affiliates, Messages, Tickets, Notifications |
| Account | Profile, Addresses, Help |
Click the section chips you want and Save. Selecting none means all sections are shown, not “hide everything.” Reopen the drawer to verify the saved selection.
5. Check the actual customer experience
- Open the customer website in a separate session and sign in as the test customer.
- Confirm the intended layout and sections appear.
- Inspect a test record that belongs to this customer, such as an order, reservation or support ticket.
- Test a second customer and confirm they do not see the first customer’s private records.
- Sign out and confirm protected account information is no longer accessible. Public invoice pay links and public lookup flows have different access rules; test them separately.
Try it yourself
Set up a simple portal with Profile, Reservations and Tickets. Verify it with a customer account. Then explain to a colleague why an employee’s internal dashboard is a different surface.
Evidence: Client Portal drawer implementation and customer-portal documentation reviewed. A fresh two-customer access test is pending. See customer authentication and dashboards and customer actions available to pages.