A client portal is a website designed specifically for your clients to be able to view and pay invoices online when integrated with Law Pay and ZenCase.
You can easily add as many client portal users to specific clients which will give the users the ability to view those specific clients from the Client Portal website.
How To Add Portal Users To Client Portal For A Client
You can add as many portal users to client contacts. Note that non-client contacts will not have a client portal tab on the contact page.
From the left navigation bar, click on the "Contacts" tab.
On the Contacts list page, click on "All Filters" button next to the right of the search bar.
In the All Filters right panel, select "Yes" from the Client selection.
Click "Apply Filters" in the top right of the panel.
Close the right panel with the "X" icon in the top right corner.
You should now see only clients in the list.
Choose any client by clicking on the client name in the "Name" column.
You should now be redirected to the Contact details page.
Click on the "Portal" tab.
On the Contact > Portal tab page, click "Add User" to add a new user to the client portal.
Note: New users will be sent a welcome email to confirm their account to the client portal.
Congratulations! You have successfully added a new user to the client portal. The user should receive a welcome email with instructions on how to confirm their account.
Let us know if you have any questions!