Use this guide when portal access and client settings affect collaboration.
Review Portal Access
Use Client Access to inspect the portal link and invite controls.
Invite Or Reinvite
Use the invite modal when the client needs access or when an existing contact needs a fresh portal invitation.
Verify The Client-Facing Portal
After configuring access, check what the client can actually do. The portal home should show the client switcher, Upload Documents, Transactions, Work, Reports, and MY.
Confirm Mobile Access
Many client replies happen from a phone. Confirm the mobile view exposes the same key areas through the home cards and bottom navigation.
Review Client Information
Use Client Information settings to verify core client details before requests are sent.
Check Before You Leave
The client should have the right access, contact details, and collaboration settings before portal requests are sent.
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