What is Client & User Management?

Client & User Management (formerly Portal Manager) is used for self-service portal administration, including managing user access for your firm and clients, firm details, branding, and assigning or changing your client point of contact.

Client & User Management is used for self-service portal administration, including managing user access for your firm and clients, firm details, branding, and assigning or changing your client point of contact. 

To navigate to portal manager, click on “Client & User Management” on the left side navigation.