Granting Client Portal Access

1. Navigate to the Client Portal tab on the left-hand side. 
   
2. Click the +Add New User button
   
3. Enter the new user's information

If you have already entered the new user's email in the Contact Info tab, their email address will populate for selection in the dropdown. Otherwise, select "Other"to enter a new email address. Please note: unique mail addresses entered for new portal users will not automatically be added to the Contact Info tab. 

Provide the new portal user with the correct permissions (for more information regarding permissions: Client Portal Permission Settings)

Only ONE portal user can be assigned to be alerted for new messages and other client portal alerts.  To change the assigned user, simply click the "Assign" button next to their portal profile in the Client Portal tab. 

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