Client Access:
To give your client access to send out their own certificates, View/download shared files with them or even grab their own ID cards please follow the instructions below.
- From an Insured/Prospect click into more actions in the top right corner then click create user account.
- From this screen, you will notice there is a box checked saying that they will receive an email. So from here all we have to set is select the permissions you want them to have then click send invitation.
- Once it is set up you will see other options that will help you manage the account.
- From here they will be able to login to a login portal of your choosing.
Lastly I went ahead and created a video showing all of these steps.