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Eg. A client 'ACME Group' might have 3 contacts/staff which have been added (Mary, Jane, Steven). To setup a password for Mary, Jane & Steven, you will need to edit each of their details, and set an individual password.Once set, all you need to do is email them their password, and they can login and start using the client portal.
Setup
Setup is done in two stages;
- Make sure the client has been setup with client portal access – this is done by editing the client details and clicking the 'Client Portal' button at the top right of the screen. Make sure you select 'Enabled' in 'account status', and select the default group & event types you'd like their events set to. There are a few other options you might also want to enable.
- Edit the contact info for the person you're wanting to give access to the client portal – make sure their status is set to "Active", and then either set a password for them, or click the "Generate and send a random password" tickbox.
- That's it!
They should get an email with their password and some brief instructions on how to login to the client portal. You might want to give your client a call as well to make sure they've received the email and were able to login.
The client portal is located at the following address:
https://<your site url>/c