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View a list of client portals

Once you've set up portals for your clients, you can view a list of them and search for specific portals. You can also create a portal report showing all the portals and portal members

To view the list of portals

  1. Click Contacts in the top menu bar.

  2. Click Portal list. All the portals you've created are listed in alphabetical order.

  3. Optionally, you can continue with either of these options:

    • Find a specific portal by entering the portal name, a client name or code, portal user name or email address in the filters.

    • Click Create report to download a CSV file of all the portals and portal members.