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  • How to Share Client Portal Requests with Watchers




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In order to add watchers in any matter in the client portal, the users should belong to the same company. Therefore, from the system settings beside the avatar, under the client portal go to Manage users.

The users in the same company can add each other as a watcher in the client portal.

Now, when you log in to the client portal and open a matter, you can set the watchers related to the same company.



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