Client Portal Guide: Adding a New Client (Enrolling Contact in Portal)

This feature is helpful when a minor or other client relies on a parent/guardian to assist in completing tasks. I.e., they do not have an email address or cannot access a computer on their own. If the client has an email and can access a computer, they should be enrolled as the primary portal user.

Step 1: Click the New Client button at the top right corner.

Step 2: Complete Client Information and select Enroll in Client Portal. Then, select Enroll Contact to add the portal user (parent/guardians) information. Once the client has been added, the portal user will receive an email invitation.

Step 3: (OPTIONAL) Changing portal permissions: navigate to the Client Page, and select the Client Portal tab. Then, click on the portal user's name.

A new window will appear allowing permissions to be added or removed by checking or unchecking the box(es).

For more details on permissions, check out Client Portal Guide: Portal Permissions

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