Help / The client portal

Can a client manage their own people?

A client's admin can invite colleagues at their company, choose what each can do, and switch logins off. You can always see and change who has access from the client's page.

More on the client portal

• How do I invite a client to the portal?
• What do clients see in the portal?
• Will the portal show my firm's brand?
• How do we put the portal on our own web address?

Not answered here? Contact us.