JonBoy1229 Is there currently a way for passwords to be shared with clients via the client portal? Like if I need to provide a password to a client, or they need to provide one to me, can this be shared to their client portal login for secure access?
wrongecho You can "Share" a credential with a client via a link as a one-off, but there's no way for clients to access credentials via the portal. We're unlikely to add this as it would mean client contacts need a way of decrypting credential data - they don't currently have this ability. This is the reason agents can't reset their own passwords.