Client Portal Admin Settings defined:
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Client Portal Document Upload Type - set the default document type for the documents your clients upload.
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Enable Client Access Requests - allows your clients to click on a button to request access to the portal if they cannot gain access. Click HERE for more details about what this feature looks like to the client.
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Enable Client Portal Invoicing - Enabled to display invoices on the client portal for the client to view and pay.
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Enable Client Notification When New Documents Are Added To The Portal - this will override the 'client access notifications' for all contacts. If enabled, all contacts will receive a notification when a new document is added to the portal. If disabled, the contact will not receive notifications. This is firm-wide. (Use case - your firm is uploading previous years of documents to the client portal and does not need the client to be notified when each prior year document is uploaded. Once your team has finished uploading the prior year's documents, then you will turn the notifications back on).
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Enable Email Backup 2FA For Client Portal: When enabled, client contacts can choose to receive their verification code via email instead of SMS.
Note - do not forget to scroll to the bottom of the page and click "Save".