You can view the client portal from your client's perspective to better understand how it enhances communication and streamlines your operations. Simply create a dummy user account for yourself by following these steps.
Firstly, Create a dummy client contact for yourself:
Navigate to Clients on the sidebar
Select the Contacts tab
Click +New
Fill out mandatory fields including your Email
Click Create
Now, Send your dummy Client Contact an invitation by:
Navigate to the Contacts area in Clients
Find your dummy profile
Select 'Send invite to Client Portal'
Check your email inbox for the invitation email
Click the 'Connect with..' link within the email
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
A success message will 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:
