How clients can activate their portal
Articles in this section
- How to bulk assign staff to client files
- How to enable/disable MFA for clients individually
- How to export your Client list to CSV
- How do I add a To-do in the Partner Portal?
- How do I add a client group?
- 5 top tips for managing clients
- How do I ungroup clients?
- How to invite one or multiple clients to the portal
- How do I merge clients?
- How do I assign staff to client files?