Your Client Portal has a brand new feature. In response to your requests, we’ve made it easier for you to manage your Portal users.
Now you can stop spending your valuable time searching through unfamiliar email addresses to edit a single client. The next time you log into your Portal’s Add/Modify Client Users section, you’ll see our new Search By Name feature.
Your client User list can get pretty long, and with the self-registration tool it’s easy to lose track of which email addresses belong to which clients. This new Search By Name lets you easily find a user by simply entering a name or company in the search field. The Portal will then list every matching account, allowing you to quickly find the user you’re looking for.
With your feedback, we’re continually improving our tools and features to produce the best possible services for you. If you have any concerns, suggests or improvements we can make for you, please give us a call, send an email or contact us through our Live Help Chat.