Client Portal

Dashboard 5

• What do the Dashboard tiles mean?
• Can I see more data and insights than what’s on the Dashboard?
• What reports can I request?
• I invited users to the portal. Why don't I see user data on the Dashboard?
• Is the user feedback specific to my company?

Inviting Users 12

• How do I invite a user?
• How do I invite multiple users at once?
• What is a User Profile?
• What is a Welcome Package and which one do I select?
• I have extra information to share when inviting a specific user or group of users. Where do I include this?

View all 12

Onsite Support 5

• What is onsite support?
• In which ways can you provide onsite support?
• How much does onsite support cost?
• What if I have an urgent onsite support request?
• How can I request onsite support?

My Account 7

• I forgot my Password. How do I reset it?
• How do I activate my account?
• How do I edit my account?
• How do I change my email address?
• What is Two Factor Authentication?

View all 7

Admin Members 3

• How do I invite a Client Portal Admin?
• Is there a maximum number of Client Portal Admins I can invite?
• How do I remove a Client Portal Admin?