Enabling Client Portal Access

Client Portal access is enabled using a Contacts record of a CRM account.

Configuring Client Portal Access

1. Select the CRM > Contacts page.
2. Select a contact record to edit.
3. Click the Client Portal Access tab.
4. Set the Has Client Portal Access to Yes.

   Note: You can filter the Contacts page using the Has Client Portal Access option.

5. Enter a User Name the contact will use to logon to Client Portal.
6. Select a Security Role. There are two built-in security roles you can use immediately that have access to the Client Portal module enabled.
   • External User - Allows the client to view/edit their own profile and messages, as well as tickets assigned to them.
   • External Manager - Allows the client to view/edit their own profile and messages. Also allows the client to view all of their account's tickets, contracts and invoices.
7. Click Save.