There is the ability to check out the Client Portal from your client's perspective to see how it allows for improved communication and streamlines your operations. All you need to do is create a dummy user account for yourself by following these steps.
Firstly you Create a dummy Client contact for yourself by:
Navigate to Clients in your business traffio portal
Select Contacts
Click the +New button
Fill out mandatory fields as well as your email
Create
Now you Send your dummy Client Contact an invitation by:
Navigate to the Contacts area in Clients
Find your dummy profile
In the client portal column next to your name select Send invite to Client Portal
Check your email inbox for the invitation email and then click the 'Connect with..' link.
From that email, you can now Set a password for your new Client Portal user account
Clicking the email link will open a page in your browser with a form
Enter a password for your account
Agree to the T&C's
Create
With your password set, you can now Log in to the Client Portal
You should then see a success message appear with a link to log in to the Client Portal. You will also receive a confirmation email.
Follow the link
Click Login
Enter your username (your email address) and password
This is an example of the invitation email you will receive:
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