How does my client change their username or password?
In order to maintain security of your clients information and prevent sharing of this information with others outside of your Directory, the credentials for Client Portal Access are generated automatically and cannot be changed by the client, contractor, or support.
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How do I change my Password?
To change password, go to Settings and then My Details. The first option is User Details under which there is Password. There should be a link that says "Change Password" and once selected, it should show the password changing section. Here enter old ...
How do I change the Logo on the Client Portal?
If you change the main logo on the Contractor Foreman app, then it automatically carries over to the Client Portal. To change that logo, go to the Menu and select Settings. Here, choose Profile and under Company Details, you will see the option to ...
Can my clients create change order request from the portal?
Your clients will have the ability to create a Change Order Request from their client portal account if you have given them permission. Within Project > Settings > Client Access, you will have the ability to set the default settings that apply to all ...
How do I send Login Credentials to my Client for use with the Client Portal?
To send Login Credentials to Client for Client Portal, go to the Menu and select Projects and pick the Project you wish to email the credentials to. Once here, go to the Client Access tab and click Email Login Details button to send it to their ...
Can my client pay their invoice online?
Yes, the client can pay their invoices online as long as the associated Contractor Foreman account is set up with WePay integration. If this is not done already, you can do it in Integration settings.