Activate Online Portal For Clients
Only Supervisor and Partner status users can activate the online portal for clients.
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- Click on DocShareSmart
- Click on Client Portal Manager
- Click on the settings icon for the client you would like to activate the portal for.
- Tick the box under "Online Portal" for the client
- Select "Apply Changes" to activate the client portal for the client/s selected.
Updated on: 14/11/2023
Thank you!