Updated on May 29, 2024

Creating client portal posts from user flow diagrams

You can also share your flow diagrams on the Client Portal for your stakeholder to view and explore.

Publishing a flow diagram to the portal

Find the flow diagram you want to publish. From the flow diagram menu, select Publish to Client Portal.

Publish button on flow diagram menu
Publish button on flow diagram menu

Before publishing, select or create a theme to organize your new portal post. Then, add a title and description to help your stakeholders understand why you’re sharing this particular chart.

Digging deeper

Your stakehodlers or clients who have access to the portal, will be able to click into your userflow post to see the details of the flow diagram along with the details of the nodes.

flow diagram details on Client Portal
flow diagram details on Client Portal