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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.
Send Password Reset E-Mail: Send an email to the client allowing them to reset their password.
Login as User: Allows you to login and preview the Client Portal as the client.
Disable Client Portal Access: Disables access to the client portal for the selected client.
Enable Client Portal Access: Allows you to enable access to client portal after it has been disabled.
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If a firm switches from server to cloud the client portal URL will change, which will prevent their clients from accessing the client portal.