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  • How to Access the Client Portal




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You can also reset your password in case you forgot it.

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Info
When adding a new client for the first time, an invitation will be automatically sent to them, containing the link to access the portal.

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All you have to do is set up your account and access the client portal.

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Once accessing the portal through the URL, you'll have the option to sign up by clicking on the Sign-Up hyperlink.

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Fill out the general information, create a password, and sign up.

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Note

The sign-up feature should be activated from the client portal settings inside the setup and configuration section by the administrator.

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