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 Once you've set up portals for your clients, you can view a list of them and search for specific portals. 

 

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titleTo view the list of portals
  1. Click Clients in the side navigation bar.

  2. Click Portal list.
    All the portals you've created are listed in alphabetical order.
  3. You can find a specific portal by entering the portal name, a client name or code, portal user name or email address in the filters.
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Create client portals

Edit a client portal

Delete a client portal

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