Frequently Asked Questions

Can I create multiple client portals from my account
Yes. You can create as many Client Portals as you need. The information stored in each client portal is separate. However, you will get a comprehensive of y...
Thu, 9 Feb, 2017 at 4:13 PM
When I invite a user must I create him a folder?
Yes. It is recommended to define a folder and permission when you invite a user to your Client Portal. Otherwise, the user will not have access to any folde...
Thu, 9 Feb, 2017 at 4:14 PM