How to send a Portal Invitation and Client set up.
The portal is a secure and discrete location where you can share Invoices, Documents, and Events with your Clients.
If you use Rocket Matter Pay, you can integrate your Rocket Matter Pay account to be used with the portal.
The following instructions show you how to invite your Client to Portal and steps they'll need to set up their Portal account:
1. Access the Client's Contact record.
2. Select 'Invite To Portal'.
3. Your Client will receive an email titled 'Portal Invitation'.
4. Your Client configures their username and password.
5. If successfully registered, they will receive a second email titled 'Portal Confirmation'.
6. The email contains a link where they can access their portal. They will need to keep this link for future access. It is suggested that they bookmark the login page for future access.
Click here for an FAQ to send to your Clients!