Adding clients and sending invitations with a Digital Form has become the most beneficial way to introduce a client to the portal and get the answers you need.
Onboarding your client with a blank digital form:
In your Partner Portal navigate to Clients>Client list.
Click 'Add clients'.
- Select Add Individual or Add Client Group .
NOTE: If adding a client group, each group member must have their own unique email address.
If the client group share an email address see "How do I create an account for a household that share an email address?"
Enter their name, email address and select whether they are a Personal or Business client. You can also choose their subscription type.
NOTE: If adding a Client Group, the Group name can be adjusted
Ensure you select 'YES' to sending the Client a welcome email, and choose the digital form you want to send with the invitation.
Once you have filled in all of the necessary fields, click 'Add'.
- The client/client group will now appear in your Client list with 'New' next to their name.
- To keep track of your Client's portal activation status and last login details, you can export your client list to CSV.