Client Web Portal

Client Web Portal

You will find links below to Training Guides related to the CPL Client Web Portal.




    • Related Articles

    • Connect - Admin: Client Portal - How It Looks

      This article is part of the Connect section. Find all related articles here: Connect The New Client Portal can be customised in Connect. You can configure the following aspects to match your organisation’s branding and settings: Company Branding To ...
    • Go Cardless - Creating Direct Debits and Making Payments in the Web Portal

      This article is part of the Go Cardless section. Find all related articles here: Go Cardless If the Go Cardless integration is activated, your clients can make payments by bank transfer and set up direct debits in the Web Portal. Make a Payment Click ...
    • Connect - Clients: Client Portal Users

      This article is part of the Connect section. Find all related articles here: Connect Once a client has created their Client Portal account, their details — including account status and Terms and Conditions acceptance — can be viewed in the Connect ...
    • Developments - Inspections Tab - Sharing Inspections on the Web Portal

      This article is part of the Inspections Tab section. Find all related articles here: Inspections Tab Sharing Inspections on the Web Portal If you use the Web Portal and the Documents tab within it, you can share inspections with your clients. To ...
    • Connect - Admin: Settings - Client Portal Options and Features

      This article is part of the Connect section. Find all related articles here: Connect Available Settings You can control which features clients have access to in the Client Portal by configuring the Client Portal Settings page: To manage these ...