Infinity3 Help Centre

Give customers a central place to access supported resources, such as courses, communities, billing and shared files.

Before you start

You’ll need permission to manage the Client Portal. Decide which resources your customers should use and prepare a test contact.

Review your portal setup

1. Log into the Infinity3 Platform at Set up your Client Portal in Infinity3.
2. Open Memberships → Client Portal.
3. Open Settings and review the available domain, branding and email settings.
4. Open App Permissions to review which supported applications appear in the portal.
5. Review available login options and save your changes.
6. Copy the portal URL from the dashboard or domain settings.

Menu labels may vary with your account’s portal layout.

Test before sharing

Open the portal URL in a separate browser session and sign in as your test customer. Check navigation, available resources and the main experience on a phone.

If your account offers a new unified portal experience, review it and any existing customisations before enabling it for customers.

Things to know

• Portal applications depend on your account’s features and configuration.
• App Permissions changes apply across your account’s portal customers.
• Showing Courses or Communities does not automatically grant access to every course or group.
• A custom domain requires its own setup and verification.

If you cannot find the portal settings, contact Infinity3 to check your access.