How to: Provide Clients Access to the Advvy Client Portal

Overview

The Advvy Client Portal allows external clients to securely view approved campaign information, MBAs, and related data.

Providing access to the Client Portal exposes client data and is therefore restricted to administrators only. This guide explains the recommended, supported method for granting client access using Advvy Agency Contacts and Portal Management

Prerequisites

Before proceeding, ensure:

• The Client Portal is configured for your environment

• Azure Active Directory (AAD) external authentication is enabled

• You have access to:

  • Advvy Agency app, and

  • Advvy Portal Management app (Security Role Requirement of "Advvy Portal Manager" needed to view and edit in this app)

High-Level Process

Providing Client Portal access involves two main steps:

1. Create or import Client Contact records in Advvy Agency

2. Assign the required Web Role to the contact in Advvy Portal Management

Once completed, the contact will be able to sign in to the Client Portal using AAD credentials.

Step 1: Create or Import Client Contacts in Advvy Agency

Client Contacts should be created before portal access is granted. This ensures contact details are correct and managed centrally.

Option A: Standard Import (CSV or Excel)

1. Navigate to Advvy Agency → Contacts

2. Open the Contacts summary table

3. Select Import

4. Upload a CSV or Excel file containing contact details

Typical fields include:

• First Name

• Last Name

• Email address

Option B: Bulk Entry Using Excel Online

This method is useful for quickly adding or updating multiple contacts.

1. In Advvy Agency → Contacts, select Edit Columns

2. Add required fields (e.g. First Name, Last Name, Email, Company etc.)

3. Select Apply

4. Click Open in Excel Online

5. Paste new contact details into empty rows at the bottom of the sheet

6. Save changes

The contacts will be created or updated automatically in Advvy.

Step 2: Assign Portal Access in Advvy Portal Management

After the contact exists in Advvy, portal access must be enabled using Advvy Portal Management.

Open the Contact Record

1. Open the Advvy Portal Management App

2. Navigate to Security → Contacts

3. Open the relevant contact record

Allocate Client Association(s)

1. Locate the Client Associations (or equivalent client lookup/related records section)

2. Add:

   • One client, if the contact should only see data for a single organisation, or

   • Multiple clients, if the contact represents or needs access to more than one client

3. Save the contact record

Notes

• Client associations directly control portal data visibility, alongside campaign settings

• A contact will not see any data in the Client Portal unless at least one client is allocated

• Only allocate access that is necessary and appropriate for the contact’s role

Once client allocation is complete, proceed to assigning the required web role.

Assign Web Role (Enhanced Portal Form Variant)

1. In the contact record, switch to the Advvy Portal Contact (Enhanced) Portal Form variant

2. Select Related → Web Roles

3. Add the web role:

   • Authenticated Users

This is the only required web role for Client Portal access.

Note: Advvy uses the standard Microsoft Power Pages security model. No additional web roles are required for client access.

What Happens Next

• The contact can now sign in to the Client Portal using their AAD credentials

• Portal data visibility is controlled by client associations and campaign settings

• It may take up to 24 hours for campaign data to appear in the portal

Best Practices

• Always create contacts in Advvy Agency first

• Use bulk import or Excel Online for onboarding multiple contacts

• Assign only the Authenticated Users web role

• Regularly review client contacts and portal access

• Remove access promptly when no longer required