Property Portal - Clients: Client Portal Users

Property Portal - Clients: Client Portal Users

Info
This article is part of the Property Portal section.

Find all related articles here:
 

Once a client has created their Client Portal account, their details — including account status and Terms and Conditions acceptance — can be viewed in the Property Portal.

  1. To access this, go to Clients > Client Portal Users:

  1. Click View User Details next to a client to open a screen where you can:

    1. Update the client’s name
    2. Change their email address
    3. Check if their account is disabled
    4. Disable their account
    5. Require a password change for them
    6. View linked client accounts
    7. Use the Save button to confirm changes or Cancel to discard them:



    • Related Articles

    • Property Portal - Admin: Client Portal - How It Looks

      This article is part of the Property Portal section. Find all related articles here: Connect The New Client Portal can be customised in Property Portal. You can configure the following aspects to match your organisation’s branding and settings: ...

    • Property Portal - Admin: Settings - Client Portal Options and Features

      This article is part of the Property Portal 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 ...

    • Property Portal - Comments

      This article is part of the Property Portal section. Find all related articles here: Property Portal Introduction You can add comments to meetings, cases, jobs and estimates — but not to tasks. There are two types of comments: public and private. Use ...

    • Property Portal - Signing Up and the Dashboard

      This article is part of the Property Portal section. Find all related articles here: Property Portal Introduction Property Portal is a web-based application designed to help property managers and homeowners interact more easily. It allows you to ...

    • Property Portal - Admin: Users, User Groups and Permissions

      This article is part of the Property Portal section. Find all related articles here: Property Portal In the Admin menu > Users submenu, you can: create and manage users, create and manage user groups, assign and unassign permissions. Use the three ...