How do I turn on the client portal for a client?

Follow

When you create a new client profile:

  1. Turn "Portal Access ON"
  2. Create a User ID and Password
  3. Check the box that says "Send login information via email (Recommended)"
  4. Click Submit

The client will be sent a welcome letter with login details for www.secureclientaccess.com

 

0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.

Need help from our experts?
Register for a free live software class. Join now >>
Isaac's photo Isaac
Maria's photo Maria
Jorge's photo Jorge
Jackeline's photo Jackeline