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Side Navigation - Secure Client Access Portal / Affiliate Portal (client's and affiliate's POV)

If you’d like to access your secure client/affiliate portal as a client/affiliate, please follow the steps outlined below.

In this article, you will learn about:

To start, make sure you have the following:

How can I preview my Secure Client Access portal as a client or affiliate?

  1. Click on Settings in the Side Navigation Menu

  2. Click on SecureClientAccess Settings

  3. Scroll down and click on the View Client Portal for the client's version or View Affiliate Portal for the affiliate's version

When you are done previewing your portal, close the tab.

How do my clients or affiliates log in to their portal?

Please share the following instructions with your clients and affiliates to have them access their portal:

  1. CAPOV_1-001.png

  2. Enter your login credentials

  3. Click on Log in

Can I customize my client/affiliate portal?

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