Activate or Reactivate Client Portal

How to activate or reactivate a client's access to their Client Portal. This may be necessary if the client did not access the original link within 24 hours. 

• NOTE: This can only be done by a firm administrator or a user with the 'User Can Create Client Portal' advanced permission.
• Navigate to the Home Tab of the case. 
• Click on the dropdown arrow.
• Click on Client Portal. 

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

• Click Save. 

• The Client Portal will be activated/reactivated and is available for 24 hours.