Client Portal

We understand that you may want other members of your team to also have access to the Client Portal. To invite another Admin, simply follow the steps be...

There is not a maximum number of Admins for your company. You can invite members of your team to the Client Portal so they can invite users as well!  

You may need to remove an admin member if their role changes or they leave your organization. To do this, go to the Admin Members tab in the left-hand bar, ...