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Learning Center

Creating and Inviting Clients

In this tutorial, learn how to create and invite clients to your portal, and better understand what the client experience is like when clients accept their invite and log in to your portal for the first time.

What’s a Rich Text element?

  • The basic of creating and inviting clients.
  • The basic of creating and inviting clients.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.