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Client log-in without an email link sent to them

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  • Sara

    Hi Stefanie,

    Currently it is not possible for clients to use a username and password to log into their Client Portal. With Instant Sign In, your clients will be able to use a unique link to log into their Client Portal each time. This removes the need for your clients to memorize a password, saves both of you time in troubleshooting login issues, and improves the overall security of their Client Portal account by lowering the risk of unauthorized access of client data. 

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