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

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When you create a new client profile:

  1. Turn "Portal Access ON"
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  2. The User ID will be your client's email address.
  3. Select an agreement if you have created more than one (This depends on your settings and may not be necessary)
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  4. Click Submit.
  5. Your client will receive an email asking them to create a password for their Secure Portal login.

This video will explain the process in more detail:

 

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