CLIENT PORTAL
Client Portal guides
Show clients how to enter their separate portal, understand its navigation, and maintain the access their reports need.
Open the client portal
Connect client accounts
Find billing
Browse Client Portal articles
3 guides, organized around the work you need to do.
Open and navigate the Client Portal
Open the passwordless Client Portal, select the right location, and choose the reporting module that answers your question.
Check client listing connections
Check a location’s publisher connection status in the Client Portal and know when to contact your agency administrator.
Check assistant usage and billing
Find a client’s assistant-token balance and know which billing changes require the account manager.