Client Portal Login Management
Oct 24

Client Portal Login Management

Login Management

Clients can easily access this feature by logging into their client portal then navigating to the Company Info tab on the left-hand side. When a new user is submitted, a temporary password is then sent to the new user’s email address with instructions on how to log in.

New users can only be given permissions based on the permissions that the current user has access to.

Watch the full video below for a full tutorial on how to add a new user.