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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. You can also create a portal report showing all the portals and portal members.

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Click Contacts in the top menu bar.
Click Portal list. All the portals you've created are listed in alphabetical order.
Optionally, you can continue with either of these options:
- Find a specific portal by entering the portal name, a client name or code, portal user name or email address in the filters.
- Click Create report to download a CSV file of all the portals and portal members.

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Deleting a client portal

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Create client portals

Edit a client portal

Portals

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