Client Portal Account Management: Adding, Resetting, and Previewing Access

🔐 Client Portal Account Management: Adding, Resetting, and Previewing Access
 

Ontraccr allows you to invite your customers to access their own Client Portal, where they can view messages, forms, and project-related data securely. This article explains how to create and manage these portal accounts for each customer profile.

📍 Where to Manage Portal Accounts

1. Navigate to Contacts > Customers
2. Click on the relevant customer profile
3. Open the Client Portal tab
4. Use the Accounts sub-tab to manage access

➕ How to Invite a Customer to the Client Portal

Step-by-Step

1. Click the Add (+) button in the Accounts sub-tab
2. Fill in the required fields:

1. Click Submit

🧠 The client will automatically receive an email with:

• Their username (email)
• Their password
• A link to access the Client Portal

👥 Multiple Accounts Per Customer

You can invite multiple contacts to the same customer’s portal:

• Each contact gets their own login credentials
• All accounts share access to the same customer data in the portal

♻️ Resetting or Editing an Account

To help a customer who forgot their login:

1. In the Accounts tab, click the Edit icon beside their name
2. Update the email or reset their password
3. Confirm changes and click Submit

This is useful for:

• Updating email addresses
• Re-sending credentials
• Assisting locked-out clients

👁️ Previewing the Client Portal

To view what your client will see:

1. In the Accounts sub-tab, click the Preview button
2. You’ll see:
   • The login screen
   • The portal dashboard and layout
   • A preview of the active client portal features

💡 This is helpful for training or testing before inviting clients.