---
title: "Client Portal Account Management: Adding, Resetting, and Previewing Access"
url: "https://help.ontraccr.com/en/article/client-portal-account-management-adding-resetting-and-previewing-access"
language: "en"
last_updated: "2025-06-08T18:38:21.679Z"
---

# 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.

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## **📍 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

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## **➕ 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:

| Field | Required | Notes |
| --- | --- | --- |
| Email | ✅ | The login email for the client |
| Password | ✅ | Set the initial password |
| Confirm Password | ✅ | Must match the password field |

1.  Click **Submit**

🧠 The client will automatically receive an email with:

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

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## 👥 **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

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## ♻️ **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

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## 👁️ **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.

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