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

1. Access to Documents: the portal user will be able to view all documents added to the client's Document Center by either the client or the provider. They will also be able to upload their own documents here. 
   
2. Sessions & Homework: the portal user will be able to view the dates/times of the sessions and whether they've been billed or missed. They will also be able to view any assigned homework from the provider. 
   
3. Billing, Invoicing & Insurance: the portal user will be able to access the Payment Methods tab where they can add new forms of payment and view/create their own invoices/superbills.
   
4. View & Submit Surveys: the portal user will be able to receive/complete surveys sent through the portal AND they will be able to review any surveys completed by others with portal access.
   

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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