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Accessing the Client's Portal

You can copy the Client Portal link or open a preview to see what the client sees!

  1. Click Contacts to open the Contacts list, and then open a Contact record.
  2. Next to the Contact's name, click on Client Portal.
  3. You can click Copy Portal Link to copy the link to your clipboard to send via email or other messaging.
  4. Click Portal Preview to open the client's portal in a new tab. This view won't trigger the client's authentication, so you can access without restriction!

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