After Inviting your client to their portal, the following steps need to be taken so they can access and set it up:

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Once the invite is sent, your client will receive an email  invitation to access the Portal and it will contain the Link to access to portal login page.

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When the Client selects the link, they would be redirected to the Create Account page. From here the Client would need to create a new password.

Note: The password must contain at least 8 characters, 1 uppercase letter, 1 lowercase letter, 1 number, and special character e.g., ! @ #

Once the login button is selected, a Two Factor Authentication Code (2FA)Required page will come up.

Note: The Remember me on this device for 30 days checkbox will be selected by default. This means the Client can access their account without adding the 2FA validation code for 30 days.

Your client would then receive the 2FA validation code in their email.

Note: From the email, the Client is able to copy and paste the code to make this process easier and faster.

Now your client has access to their Portal for the first time.

Click here for a better understanding of the client portal access