In the sidebar on the left, click on “Clients,” then select “Client List.” Choose the specific client you want to grant access to the Client Portal. Keep in mind that the Client Portal is client-specific, so you’ll only be able to view job orders/ post locations for one client at a time.
After selecting the client, navigate to the Client Contact window. In this section, you can enter the contact's name, job title, phone number, and most importantly, their email address and password. This email will be used to send the client their login credentials and the link to access the Client Portal.
Be sure to enable the option labeled "Enable Client Portal." Once all the information is entered and reviewed, click the "Update" button to save your changes.
Your client will receive their login credentials via email immediately after you update the information.