In order to give access to the Portal to your clients you need to:
- Activate the portal on the client account.
Do this by going to the Client Manager - Client Overview. Turn the toggle to green for the Portal:
- Then you need to login to the client account
- Go to Settings - Licences and Users. Select the user that is to have access to the portal and give them the rights to use the Portal.
The user will then be invoiced for their Portal Licence.
For accountant partners, the Portal is part of their client manager package which includes the Client Manager, the Accounting Assistant and the Portal.Read more about user rights in the portal.