How do I send a link to a client to set up their online portal password?

How do I send a link to a client to set up their online portal password?

You only need to put your client on active status to trigger a welcome email for them to set up their credentials and log into the Client Tracking Portal.

To learn more, please visit this link:

https://training.clientdisputemanager.com/hc/en-us/articles/9136359454611-Providing-Client-Portal-Access