Agent and Client Portal Users | Open to Close | Help Center

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Agent and Client Portal Users

Agent and Client Portal Users

Create a Client Portal User

Portal Role Permissions

Agent Portal View

Property Table and Segment for the Agent Portal User

Contacts for the Agent Portal User

Submitting an Intake Form Through the Agent Portal

API Keys, Billing, and Settings for the Agent Portal User

How To Create an Agent Portal User

Creating Client Portal Roles & Assigning Permissions