Activating Client Portal Access for “Partner” Clients

Activating Client Portal Access for “Partner” Clients


Advice Revolution understands the importance of granting Partner clients access to the client portal. With their own secure login, they can actively participate in their financial planning journey. This article will help you enable your Partner clients to utilize the client portal's features, such as updating tasks in Client To-Dos, Information to Updates, and access uploaded documents in the Document Vault. By following this guide, you will facilitate better collaboration and communication with your clients. 




Step 1: Locate the Primary Client
1. In the client list, locate the Primary client where the partner or other client is added.


Step 2: Access Client Portal Settings
1. Click on the Use Template.
2. Click on the Edit Client Portal Settings.

Step 3: Choose Partner or Other Client
1. Select Partner or Other Client
2. Ensure Other client or Partner's email address is valid. 

Step 4: Send Client Portal Invitation
1. Click Send Email to Client to send the client portal invitation.

Important Note

Granting access to the partner or other client does not revoke access for the primary client. This enables efficient information updating and visibility into each other's tasks.


Need more help?
For questions or clarifications about the Partner Client Portal Invitation, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help session with our team, kindly use this calendar to book the session.


Published on July 10, 2024
Version 1.1



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