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  1. Invite to Client Portal: This send an invite to the primary email address listed on the client’s contact card. In order to register the client must have at least the last 4 digits of their social security number entered on their contact card.

  2. Send Password Reset E-Mail: Send an email to the client allowing them to reset their password.

  3. Login as User: Allows you to login and preview the Client Portal as the client.

  4. Disable Client Portal Access: Disables access to the client portal for the selected client.

  5. Enable Client Portal Access: Allows you to enable access to client portal after it has been disabled.