When a new client is added to your portal, you must send them an invitation to activate their account.
By following the below steps, your client can quickly and easily activate and use their account.
1. When the client has received their invitation email, they must click 'Activate' within the body of the email.
2. A new browser page will open and they will be taken to the 'Activate your account' screen.
They are directed to enter and confirm a password.
Note:
As the client enters a password, they will see the requirements that have been met will change to green with a tick beside them.
3. Once a password has been selected and confirmed, click 'Accept terms of use' and click 'Activate my account'.
4. Upon clicking the activation button a confirmation message appears.
They can now click 'Return to login' to log in to their portal using their email and chosen password.
If you have sent your client a digital form or a document to sign along with the welcome email, they may be taken directly to the form or document to complete.
Related articles
How do I send clients an invitation to their portal?
How do I add a client or client group to the client list?