In this tutorial, you'll learn how to identify and resolve common client portal access issues to ensure a smooth login experience for your clients.
Key Topics Covered:
✅ Common Login Issues – Troubleshooting incorrect credentials, expired links, or locked accounts.
✅ Resetting Client Access – Steps to help clients reset their password or regain access.
✅ Understanding Security Measures – Explanation of login attempts, two-factor authentication, and lockout periods.
✅ Verifying Client Information – Ensuring the correct email and authentication details are used.
✅ Additional Support Options – When to escalate issues to Firm360 support.
By the end of this video, you'll be equipped with the knowledge to quickly troubleshoot client access issues, reducing frustration and ensuring a seamless client experience. 🚀