Portal Access

Portal Access Guide (Client Portal)

This guide will help you create and manage login access for your customers to use the Client Portal.

How to Access Portal Settings

Go to Settings > Client > Portal Access.

Here, you’ll see a list of all users who have portal access. You can also add, update, or delete users on this page.

Understanding the User List

The user list shows a table with 2 columns:

• Company – The customer’s company name.
• Email – The email used to log into the Client Portal.

Helpful Tools on This Page

Sort the List:
Click the Company or Email column header to sort alphabetically.

Search / Filter:
Use the search bar to quickly find a specific user, especially helpful if you have many users.

Items Per Page:
Choose how many users to show per page: 10, 25, 50, or 100. Use the Previous and Next buttons to move between pages.

Actions You Can Take

Add a New Portal User

1. Click the Actions button.
2. Select + Add New Portal User.
3. Fill in the following:
   • Company – Choose the customer’s company from the dropdown.
   • Email – The field auto-fills, but you can change it.
   • Password – Create a password for the user.

Note:

• One company can have multiple users.
• Each email address must be unique (cannot be reused).

4. Click Save.

The user will receive an invitation email with their login details.
Important: The email won’t be sent if the portal is not enabled.

Edit a Portal User

1. Find the user in the list and click on their row.
2. Update the details in the Edit Portal User window.
3. Click Save.

You can resend the invitation email if needed.

Delete a Portal User

1. Find the user in the list.
2. Check the box next to their name. (To delete multiple users, check multiple boxes or the top checkbox to select all.)
3. Click the Actions button and select Delete.
4. Confirm by clicking YES in the warning popup.

⚠️ Once deleted, the user will lose access to the portal and this cannot be undone.