Client Portal

Client Portal

3 Docs

Client Portal Security Settings

Last Updated: June 6, 2026

Client Portal Configuration Guide Security Configuration Procedure This guide outlines the procedures for configuring security-related settings in the client portal (multi-factor authentication, authorized IP access). Prep Prerequisites An account that can log in to the client portal To set up multi-factor authentication, one of the following: Smartphone (authentication app such as Google Authenticator / Authy)...

Opening a Ticket (Inquiry)

Last Updated: June 6, 2026

Overview This procedure explains how to create (open) a new support ticket from the client portal. This procedure was created using generative AI and other tools, so annotations (arrows, boxes, numbers, etc.) in the screen captures may appear slightly offset from the actual screen. The intention is to help you understand the procedure. When operating,...

Sub-user Management

Last Updated: June 6, 2026

This manual explains how to add, configure permissions for, edit, and delete “sub-users (contacts)” on the client portal. This manual has been created using generative AI, so annotations (arrows, frames, numbers, etc.) in screen captures may be slightly offset from the actual screen display. Since the purpose is to understand the intent of the procedures,...

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