Troubleshooting client invitations to the client portal


If your client hasn't received their Client Portal invitation because an incorrect email was entered, these steps will help you update and resend the portal invitation to the correct address. You might notice a yellow banner on the client's page if they haven't signed in.

1. To see what email address is currently being used for this client's portal, click on the Client's name, then click on Edit Client Info and click on the Communication Tab.

2. Click on the Client Info tab.  
You can make any changes, either by updating the current email address or adding a new email address.

Be sure to click Save at the bottom of the page!

3. Now click on the Communication Tab. 

4. If your client never received the initial portal invitation email, click on Change Email Address.

5. Click on the dropdown with the email address to reveal the newly updated email address. Select that email address, then click on Update Email. 

6. Now you can click on the Resend Email button in the yellow banner on the client's overview page to resend the email to the client.


Have more questions? Submit a request