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.
- From the Clients menu, select Clients list.
- Change the client list view to either Active clients or a custom view that includes all relevant clients.
- 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.
