Objectives
Steps
You can enable the Client Portal from the System Settings → Setup & Configuration under the System Preferences section.
From the Client Portal Page, you can enable the feature and set up some settings and default values.
Managing the client portal could also be done from the System Settings. Therefore, scroll to the Client Portal section in order to activate your clients.
From the "Manage Clients" you can add and manage the client portal users.
The client can either be added via the Actions button or via the Add Client link at the top of the page.
To add a new Client you must fill out some mandatory fields such as First Name, Last Name, Username, Email, and Password, and specify the Access type such as client, collaborator, or both.
The list of clients can be then viewed with their details. The green dot indicates that the client is active. Simply click on the green dot to Activate/Deactivate Clients:
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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