How clients can activate their portal

Articles in this section

• How to filter To-dos
• How to manage Client workspace requests
• How to use the Advanced Search feature
• How to create an entity as a client and add connections from your portal
• How to bulk assign staff to clients
• How to enable/disable MFA for clients individually
• How to export your Client list to CSV
• How to add, edit or complete a To-do
• How do I add a client group?
• 5 top tips for managing clients