Activate client portal access
To give your clients access to the client portal, they must be added as a contact to the client record.
If the chosen contact already has access to the client portal (perhaps a Director or another business), you must add them with a different email address. Email addresses for the client portal must be unique.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
- On the Contactstab, scroll to the end of the contact record.
- Under Client portal access, select Activate <email-address>.
- Select OK when prompted.
An activation email is sent to the chosen contact.
Never signed in is displayed until the contact signs in.
