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?