This article covers how your client will access and use the client portal. You are able to share these instructions with your client, particularly the instructional video.
To view the instructional video of this material, click the link below.
Client Facing Training: Client Portal
To share this video, copy and paste the video link and send to your client.
NOTE: Your organization must have subscribed to the Client Portal for this option to be enabled.
Instructions
To set up and use the Client Portal from the firm’s perspective, see the article below.
Video link: https://share.synthesia.io/4ab6d5fc-cd15-473b-b922-a39f5ae155d2
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Deleting User Accounts, User Settings