Client Portal Settings (Contact)

The Client Portal Settings (Contact) window is used to manage which matters the selected contact can access via the Client Portal.

This window can be accessed from the Contacts List by clicking the Client Portal Settings link in the Take Action section of the Quick Clicks pane, or by clicking the Client Portal Settings button in the Contact Information window.

Note: You must have the Client Portal Settings access right in order to access this window.

The Client Portal Login section displays the email address used by the contact to access the Client Portal in the Login Email field.

The Client Portal Access section displays a list of matters to which the current contact has been granted Client Portal access.

Client ID	Displays the Client ID of the matter.
Client Name	Displays the Client Name of the matter.
Work Description	Displays the Work Description of the matter.

To grant this contact access to a new matter, click the Add button to open the Client Portal Settings - Add Matter window.

To edit this contact’s access to an existing matter, click the Edit button to open the Client Portal Settings - Edit Matter window.

To immediately revoke access to all matters for this contact, click the Revoke All button.

Click the Close button to return to the previous window.