Clients

How to notify clients of portal access?

For a client to be informed that they have portal access, you would have to do 1 of 2 things within the portal:

1. Send them a private message (even a simple "hi" will do)

2. Upload a file into their account and share it with them

Either of these actions will trigger an automated system email that notifies them of portal access and provides them a link to set their password.