| Client Portal Settings - Add Contact | 
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The Client Portal Settings (Add Contact) window allows you to grant a contact access to a specific matter via the Client Portal. This window is accessed by clicking the Add button on the Client Portal Settings (Matter) window.
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Contact Name |
Select the Contact ID you want to grant access to the specified matter. If the selected contact has an email address specified, it will automatically populate the Login Email field. Once a contact is selected, the Contact Name will be displayed as a hyperlink to the right of the field. Click the hyperlink to open the Contact Information window and edit the associated contact record. |
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Login Email |
The email address to which the Client Portal notification email will be sent. This email address is also used as the contact’s Login ID on the Client Portal page. This field defaults to the email address of the contact specified in the Contact Name field. If the contact does not have an email address, you must enter one manually. Note: If the contact has already been given Client Portal access for another matter, the email address specified for the initial matter will be used for all additional matters and the Login Email field will be unavailable. |
Click the Save and Send Invite button to grant the contact access to the selected matter.
- If the contact does not have a Client Portal account with your firm, they will be sent an email inviting them to set up an account.
- If the contact already has a Client Portal account with your firm, they will be sent an email notifying them that their account now has access to the matter.
Click the Cancel button to close the window without sending an email.
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