Client Portal

TheTechDev

How do i create a account for a client to use the client portal? the documentation does not specify.

Thanks,

johnny

Hi @TheTechDev When you add a client contact click the secure tab then under login select local then hit create.

same goes for editing a contact. Once local is selected go ahead and click edit contact again and it will have a password field in the secure tab. Add a Password and now that contact can login to the portal.

TheTechDev

Thank you