Sometimes the only barrier between your clients and all the tools built into your Client Portal is creating user accounts for all those new users.  If you’ve got a lot of clients who need to send you files through the Secure File Exchange, it can be a long process to create their accounts one at a time.  Fortunately, you can spread out the work by encouraging your clients to create their own accounts.

There are three ways to add your clients to the Client Portal system: a firm or admin user can add client users one by one, an administrator can add a batch of client users through the Firm Administration menu, and by clicking the link on your Client Portal page, your clients can self-register.

After clicking that “register here” link, all your client has to do is fill out their contact info and choose a password.  They won’t have access immediately, but they’ll receive a confirmation email and their username and password will simply log them into a page with no access.

Once the client completes the registration, all your administrative users will be notified of the new registration, and any firm or admin user will have the ability to log in to the portal and verify the new user.  The verification system ensures that your resources won’t be used up by users who are not already your clients.

When a new client is waiting, you’ll see a notification above the Firm Portal menu.  Just click the link then select the email address of the user you want to verify or delete.

Then it’s just a matter of clicking the appropriate button.  Verify will allow the user to log in and send an automated email to the client. The delete option permanently disables the log in and sends no email, though the user could still attempt to self-register again.

No matter how your client users are added to the Portal, you have complete control over access to your Firm and Client Portal and all the tools inside.  For a more detailed walkthrough of managing clients, take a look at our instructions for adding client users and Self-Registration.

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