How To: Set Up Client Portal Access

1. Go to the Clients Section
   Navigate to Clients in the main menu.

2. Locate the Client Profile
   Use the search and filters to find the specific client profile you want to set up with portal access.

3. Set Up Login Credentials
   Once in the client’s dashboard, click on "Set-Up Login Credentials".

   • This action will automatically generate login credentials for the client.

4. Email Notification to Client
   The client will receive an email at the address listed in their profile. The email will include:

   • Their username and temporary password
   • A link to the portal for quick access

5. Client Log-In and Password Update
   Upon logging in, the client will be prompted to update their temporary password to one of their choosing.

Note: If the client encounters issues updating their password or forgets their password, they can use the "Forgot Password" feature on the portal login screen by entering their username.