Activate / Reactivate Client Portal

How to reactivate a client's access to their Client Portal.

• NOTE: This can only be done by a firm administrator, or a user with the “User Can Create Client Portal” advanced permission.
• Navigate to any tab of the case. 

• Click on the dropdown arrow.

• Click on Client Portal. 

• A pop-up window will appear.
• Select Client's email address. 

• Click Save. 

• The Client Portal will be activated/reactivated.