1

Navigate to https://youragencyname.caresmartz360.com/v2/dashboard/new-dashboard

2

Click on the "Clients" Module

3

Select your client for whom you would like to send Client Portal Credentials.
n.b. In order for them to access the client portal, they must have a valid email address on file.

4

In the profile, click "Client Preferences"

5

Click "Send"

6

Confirm your selection.

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