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.

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.

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

   An activation email is sent to the chosen contact.

   Never signed in is displayed until the contact signs in.