Refunding - clients need to sign up to a Superokay account to update project status!
How can it be my client portal if my client has to sign up to Superokay to update a project?
This is my quickest refund in nearly 800 AppSumo purchases.
I rarely refund, but this misses the entire point of why I want a client portal.
My clients will have to assess Superokay for confidentiality, security, financial soundness and functionality before signing up.
Superokay will likely fail that assessment, given most of my clients’s specifications and I look like a muppet.
Give me a truly white label solution, where I take that risk.
AppSumo, who do you have testing these products before offering them to us?
Super okay, please add guest accounts within our accounts, that can update project status or, if I have got it wrong, correct your support responses please.
Maria_SuperOkay
Edited Feb 27, 2025Sorry this seems like a misunderstanding. They don't need to sign up, they just need to sign in once you invite them to the portal. Otherwise the security of their account would be compromised. Access to their account containing confidential information has to be protected by signing in.
Alternatively you could set you login with magic link and then set it so it doesn't expire. That means that you can generate one magic link by inviting each client contact (a private link for each contact) and they can bookmark it and forever access that project via that link.
If you need the access to be any more public than that you don't need a portal you need a website. And finally you can accomplish this by creating a SuperOkay document and then sharing it via public link. Hope this clarifies things.