How do I send Login Credentials to my Client for use with the Client Portal?

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  Yes, it is possible to add client portal login form to the website as long as there is a web developer that can help you with the integration.

• How do I send a User his credentials and login information?

  To send the User the login information, go to the Menu and choose Directory. Once here, on the top right there should be Users button. Once this is selected, the Users will populate. Choose the User you wish to send the credentials to and then open ...

• How do I setup a new User and send email with Login credentials?

  To set up a new User and send email with Login Credentials, go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access or create a New Employee to be able to give the user access to the app. Once the ...

• How do I enable or disable Client Portal access?

  To disable Client Portal access, go to the Project and click on the Client Portal tab. You will see a check box called "Enable Client Access" Once this is unchecked, the client portal will be disabled. Within Project > Settings > Client Access, you ...

• Can my clients designer or architect have access to the client portal?

  Yes, it is possible to create multiple Client Portal accounts for the same Project with different accesses so the designer can also see the Client Portal.