The Client Portal can be an effective way to interact with your clients but must be set up before your clients are able to log in.
To grant access to one or more clients, simply navigate to Settings > Client Portal > Client Access & Login
You will then select on ADD CLIENTS and select the required client/s from the list as needed.
Clients who already have access will also appear within this list.
Simply tick next to the client name you want to provide access to, followed by the Select button.
Client Manager will then automatically send a system-generated email inviting the client to log in to their portal and set a password. It may take up to 5 minutes for your client to receive this.
If you ever need to re-send their access in the future, simply click on the entity name, and then click 'Resend link'.