Client Portal
Portal user management
Manage which customers can access the portal, send invitations and handle access securely.
Where to access
Open Client Portal Users from Client Management.
Related
How it works
- Create or invite portal access for a customer.
- Link the access to the right customer record.
- Manage resets and access changes securely.
- Keep portal access aligned with active customers.
Tips
- Inviting customers to the portal during onboarding sets the tone for a modern relationship.