Client Settings: Portal Access Settings

Enable the Client Portal to provide customer access.

To go to the Client Portal Access Settings page go to Settings > Client > Portal Access Settings.

From the page, click the toggle switch to ON to enable the Client Portal.

This will bring up the Direct Link to the Client Portal login page. This is where your customers will use their Portal User credentials.

Save the changes to the client portal settings.

To disable the Client Portal, click the toggle switch to OFF and Save. All login credentials will no longer work.