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.
Video Link: Client Facing Training of 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.
Article link: Client Portal Setup and Use
Video link: https://share.synthesia.io/4ab6d5fc-cd15-473b-b922-a39f5ae155d2
Related articles
Deleting User Accounts, User Settings