Client Portal General

What if I forget my password?
1. To reset your password go to the Login tab and select Forgotten Your Password? 2. Enter your accounts Email and select Reset Password. 3. Check...
Tue, 6 Feb, 2018 at 4:28 PM
How do I change my password?
Follow the steps below to change your Client Portal account password while logged in. 1. Click on your name to and go to the User Details tab and select...
Thu, 29 Mar, 2018 at 10:55 AM
How do I log into the Client Portal
Once you have registered with Client Portal, you can log in at any time. To log in: 1. Select Log In. 2. Enter your email address and password in th...
Thu, 29 Mar, 2018 at 1:03 PM
How do I log out of the Client Portal?
1. From the drop down menu of your account name select Logout. 2. Select Logout to confirm Logout. You will now be logged out of the Client Port...
Tue, 10 Apr, 2018 at 4:47 PM
How do I confirm what internet browser and version I am using?
To assist with queries and diagnose problems with performance, the internet browser version number may be required. Follow the instructions below on how to ...
Thu, 12 Apr, 2018 at 10:07 AM
How to clear your cache?
As you browse the Internet, everything viewed is saved to the cache on the device's hard drive. Loading from the cache helps everything load faster sin...
Fri, 3 Jul, 2020 at 10:05 AM
Standard Roles
The following roles can be designated to applicants or client portal users according to your business' requirements, and will provide users with specif...
Thu, 22 Oct, 2020 at 2:23 PM