If you have a secondary client who needs access to the Client Portal follow these 6 steps to quickly grant your client access.
1. Ensure sure you've added the following fields to at least one of your forms:
Second Contact Name
Second Contact Email
Second Contact Phone
If these fields aren't accurately filled in, the second contact won't be able to log in.
Unsure of how to add these fields to your forms? Check out this article! 📙 Currently the Forms & Fields Settings in Next are not yet available. As we are working towards releasing this feature please follow the navigational steps in Sisu Classic. Thank you!
2. Next, navigate to the Transactions Page.
3. Click in-line with a transaction to open it.
4. Click the Client Portal tab at the top of the transaction.
5. Scroll down to the Send Invite section. You'll see a field for each contact on the transaction.
6. Click the Send button to send the Invite. 💥