How do I view and/or edit a client's portal?

Your Partner portal gives you access to the details of your Client’s portals. There are 2 ways you can view a client's portal, through the client list and via the search bar.

To view a client's portal via the search bar:  

1.  In your partner portal,  navigate to the search bar at the top of the portal and type in the client's name.
    
   
   
2. The client's name will appear as a drop down selection in the search field.
   Hover your mouse over the name and you will be given two selections: Client list or Client portal.
   
            
   
                                                                                                                                                         a)Selecting Client list will take you to the client's name in the list view
   
   
                                                                                                                                                                 b) Selecting Client Portal will take you straight to client portal view
   
   
    
3. To return to your Partner Portal, simply click on the ‘Client List’ or ‘Adviser Dashboard’ link on the top of the page.
                                          

To view a client’s portal via the Client list:

1. In your partner portal, go to Clients > Client List.
   Find the client/client group you would like to view and click on the viewing eye.
   
   
   
   
2. You are redirected to the client's portal.           
   To return to your Partner Portal, simply click the the ‘Client List’ or ‘Adviser Dashboard’ link at the top of the page.
                                                      
   
                                                                                                                                                   

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