In the Web Portal, you can go to the Settings cog > Client Portal. If it is not activated on your account, you will see a message with a link to our Client Portal module information via the Upgrade here button. To opt in for the module, click here to navigate to the Opt in form.
How do I opt in for the Client Portal module? Print
Modified on: Thu, 3 Oct, 2024 at 10:18 AM
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