Before you begin
Decide what information the client contact is authorised to see.
Recommended workflow
Verify the contact email and client association before enabling portal login. Test the portal with a suitable non-admin account.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not give clients internal staff accounts merely to share status or documents.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team