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View a list of client portals

You can view a list of portals you've set up for your clients and search for specific portals. You can also create a portal report showing all the portals and portal members

View a list of portals

  1. Select All clients and go to Clients > Portal list. All the portals you've created are listed in alphabetical order.

    Portals page showing a list of portal entries

  2. Optionally, you can continue with either of these options:

    1. Find a specific portal by entering the portal name, a client name or code, portal user name or email address in the filters.

    2. Click Create report to download a CSV file of all the portals and portal members.