How do I add an existing user to a client?

You can do this in four simple steps.

• Navigate to the Portal Manager module.
• Click on the Users tab.
• Click the Add User button.
• The window shown below will pop up:
  
  

  

• Enter the user(s) email address.
• The Partner field will default with your firm’s name.
• Provide the correct level of access; there are three options:
  • Give access to all current clients of your firm name
  • Give access to all future clients of your firm name; or
  • Select the specific clients you want the invited user(s) to have access to
• Click the Add button. 
• Your user will now receive a notification that they have been added to the client; if they have their email or in-app notifications turned on.