Creating a Client Portal User
The client portal provides your buyer or seller access to the transaction. Other users can be added to the client portal as well, such as your inspector, lender, etc.
Clients can view a timeline of important dates, tasks, documents, and contacts and send direct messages back and forth to you. You can set permissions on the client portal so the client will only see what you want them to see. Portal access is also available on the mobile app (iOS and Android).
Step 1:
Inside the transaction, go to the More tab and click Access from the dropdown.
Step 2:
Go to the Client Portal Users and click the Send Invite link.
IMPORTANT:
Be sure to set up your client permissions before sending an invite.
Step 3:
Add a contact role if needed, and then enter the client’s information.
First name
Last name
Email address
Select a Client Role from the drop-down and click the Send Invite button.
If you need to change the contact role for the client, follow these steps:
From the More tab, select the Access dropdown and click Client Portal Users.
Click the role link button.
Choose which contact role you would like to use.
To manage a client portal role, click the Manage Roles link button.
