There are two necessary components before your clients can successfully use the Client Portal to track & monitor their orders.
Signing up for a Client Portal account
Granting access to data
Step one is explained here. It is a very simple process for a client to get signed up for the Client Portal, however this does not immediately grant them access to your sensitive data.
In the interest of your privacy and data security, we have limited access to the specific email address that you explicitly grant access to the Client Portal.
Here are the steps to get your clients fully onboard.
Navigate to the Client module
Select the client in question
Click on the "Contacts" tab
Add the contact(s) you wish to grant access to the Client Portal
Click on the "Client Portal User" slot - this should add a check-mark next to the contact name
You're done! Your clients now have full access to their data in the Client Portal
Questions? Reach out to support@stokkup.com