Activate a contact to use the client portal

The Client Portal is a dedicated workspace where your clients can:

• View and upload documents

• Complete tasks set by you, such as signing documents

You can activate as many contacts as you need, which is useful when assigning tasks and requesting documents from different people within your client's business.

Each client can set up their own private account for the client portal, which ensures that only they can view any documents you upload for them.

Activate a client

1. On the Client page select the Contacts tab.

2. Click Activate example.email@example.com and activate the contact for the client.

Your client contact will receive an email requesting they create an account and sign in to the portal.

When you activate a client for their second (or subsequent) company, they are not sent an activation email, as long as you enter the same email address. Instead, this new company is associated with their existing credentials.

Activate an individual client

To activate an individual client, add a contact to their record, and follow the process above.

If the contact is already activated because they are a contact of another client, such as a Director of Limited company, they can switch between their profiles when they sign into the client portal.

Deactivate a contact

Select the contact you want to deactivate and click Deactivate. Confirm to continue.

Change a contact's email address

If a contact updates their email address, you must reactivate them to use the portal. See How to change a contact's email address.

Customise the activation email

Go to Settings > Practice details > Emails.

When you make changes to the email contents, do not remove the placeholders {url.reset} or {url.base} as these are the links your client needs to set up their account.