Key concepts

Test run

Customization and setup

Custom domains

Client import

Help and tutorials

Demo portals

Internal user roles

Client access

Intro to Clients and Companies

Create clients one at a time

Advanced Client Import

Client direct sign up

Custom fields

Internal Notes

Magic links

Intro to notifications

Internal user notifications

Client notifications

Intro to automations

Assembly Automations

Zapier and Make

Recommended workflows

Automations Troubleshooting

Intro to platform

API Documentation

Custom Apps

Experts program

Affiliates program

Features for partners

Command bar and shortcuts

Workspaces

2FA Enforcement

Plans

Security

HIPAA Compliance

Roadmap

Contact us

Troubleshooting

Key concepts

Test run

Customization and setup

Custom domains

Client import

Help and tutorials

Demo portals

Internal user roles

Client access

Intro to Clients and Companies

Create clients one at a time

Advanced Client Import

Client direct sign up

Custom fields

Internal Notes

Magic links

Intro to notifications

Internal user notifications

Client notifications

Intro to automations

Assembly Automations

Zapier and Make

Recommended workflows

Automations Troubleshooting

Intro to platform

API Documentation

Custom Apps

Experts program

Affiliates program

Features for partners

Command bar and shortcuts

Workspaces

2FA Enforcement

Plans

Security

HIPAA Compliance

Roadmap

Contact us

Troubleshooting

Is Assembly.com the same as assembly.com?

Until April 2025, Assembly, the client portal software, owned the domain copilot.com. Assembly.com is now owned by Microsoft, and assembly.com is the correct domain for the client portal software. assembly.com does not have any affiliation with Microsoft Assembly.