How do my clients sign in to the client portal with no password? How do they get a password?

How do my clients sign in to the client portal with no password? How do they get a password?

Clients will need to setup their password before they can access the Client Tracking Portal. They will receive a welcome email once you put them on an Active Status.

You do have the option to Create your clients password under Customers>Edit Customer>Client Portal Quick Actions.


To learn more, please visit this link:
https://training.clientdisputemanager.com/hc/en-us/articles/7443944995475-Edit-Customer-s-Info