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 you do not subscribe to IRIS Elements Practice Management and 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.

If you subscribe to IRIS Elements Practice Management, you can use the same email address to access multiple client portals.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients and select the client you need.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. On the Contacts tab, scroll to the end of the contact record.
4. Under Client portal access, select Activate <email-address>.
5. Select OK when prompted.

   The chosen contact receives an activation email.

   If you subscribe to IRIS Elements Practice Management and this user already has access to a client's client portal, they don't receive additional activation emails. You must inform the contact of their additional access.