Access the Client Portal Settings
The Client Portal is managed from the Sites area inside your Kyrios account.
Steps
Open your Kyrios account.
Click Sites in the left navigation.
Select Client Portal from the top dropdown.
Client Portal Dashboard Overview
The Client Portal dashboard gives clients direct access to contracts, documents, and key tools.
Contracts and Document Signing
Clients can view and complete contracts digitally from their dashboard.
What Clients Can Do
View assigned contracts
Sign documents digitally
Download completed copies instantly
Dashboard Enhancements
Personalized welcome with profile image
Quick access to courses, invoices, messages, and communities
Mobile-friendly navigation
App Switcher and Mobile Navigation
On mobile devices, the Client Portal includes a top-bar app switcher for smooth navigation.
Key Benefits
Quickly switch between connected apps
Optimized layout for smaller screens
Faster access to frequently used tools
Set Up the Branded Mobile App
The Branded Mobile App allows you to publish a fully branded app under your business identity.
Steps
Go to Sites > Client Portal.
Open Client Portal Settings.
Select Branded Mobile App.
Customize Branding for the Mobile App
You can personalize the app before submission.
Branding Options
Business logo
Brand colors
Profile and business information
Progress Indicators
Blue: Setup in progress
Red: Action required
These indicators help ensure all required steps are completed before submission.
Review and Submit the App
Before publishing, review all branding and configuration details.
Steps
Review branding and app details.
Resolve any red status indicators.
Submit the app for review.
Wait for confirmation that the app is live.
In-App Notifications
Notifications keep you informed during setup and after launch.
Notification Types
Required actions
Set up progress updates
App live confirmation
Notifications cannot be disabled, as they ensure timely completion and visibility.
Common Issues and Fixes
Issue: App submission is delayed
Check for setup steps marked in red and complete them.
Issue: Branding does not look correct
Review branding details before submission and confirm logo size and colors.
Issue: Clients cannot see contracts
Confirm the contract is assigned and published correctly.
FAQ
Can I send multiple contracts to the same client?
Yes. You can assign multiple contracts, and clients can view and sign each one from their dashboard.
How can I confirm branding before the app goes live?
Review the branding details during setup to confirm logos, colors, and layout before submission.
Can I disable in-app notifications?
No. Notifications are required for critical updates and setup completion.
How does the mobile app switcher work?
The app switcher in the top bar lets mobile users quickly move between connected apps.