If a client is having problems receiving email, you can update the password directly from the clients tab. Simply click on the name of the client, click settings from the bottom navigation, click security. Verify the identity of the client before you update their password. Request that they reset their password on their first login.
Articles in this section
- Share Your Expertise by Participating in Our Monthly Q&As
- Professional Portal Welcome Overview - 12 minutes
- Portal Folder Release - 1.0
- Setting up new client
- Dashboard Activity Feed
- Starting a secure conversation
- Setting up the Send a Referral page.
- ClientWhys New April 2017 Product Enhancements and Features
- How Do I Turn a Blog Category On or Off?
- Global File Purger