In order for your client portal invitation to work, there are a couple of conditions to be met:

If details from 1. are missing, a blank box without the client's name will show when clicking on the client portal invite icon from Deal View.

If 2. or 3. are not setup, the client portal invitation icon in Deal View will be missing.

If 4. is not setup, clicking the client portal invite icon will notify that you won't be able to proceed do to missing privacy link.

Please check below sections to know how to setup all the above requirements.

The Client Portal invitation will be delivered to the client through both email and SMS. The login link will be included in the email, while the PIN for login will be sent through SMS.

For this, client details need to have both their email address and mobile phone number.

Go to Settings, on your left hand side scroll down until you see tab titled Connect. Open the Connect page and make sure your settings look as in picture below.

The next thing to check is if you have SMS credits available. You can check that by going to Settings and on your left hand side scroll down until you see a tab titled Billing Details. Click on that tab and you will see how many SMS you have available.

If your credit is either 1 or 0, you will not be able to send a Client Portal invitation.

On this tab, you will be able to purchase additional SMS credits.

In order for client data collection to occur through the Client Portal, clients must give their consent. This means that your company's (or your aggregator's) Privacy Disclosure must be connected to the Client Portal.

To set this up, go to the Client Portal settings. Once there, activate the Privacy Disclosure toggle and then input the URL of your online privacy disclosure in the pop-up window that appears after clicking the "Edit" button.

If you've invited your client to the portal more than once and they report back to you that they can't open or log into the portal because they are getting a 404 error, reason for this error will be that they are opening a previous sent invitation and not the last one.

Solution here is to inform the client to find the last received invite in their email inbox (also good to check the spam/junk folder) and try to log in from that one.

The Client Portal allows for both editing and read-only access. The "editable" feature allows for you to setup different stages where the client can input or modify their information. If you wish to prevent the client from making changes to their details in certain stages, you can make those stages on the portal "read-only", while still maintaining communication through the portal to inform the client about the progress of their application.

Go to your Settings > Workflows and from there access the edit page of the workflow where the deal in question is currently sitting in.

Check the Fact Find settings in the stage respective of the deal and if it's set to 'Read Only' move the deal to a stage where the Fact Find is set to 'Editable'.

After moving the deal, inform your client to log back into their portal and they will be able to continue entering/editing their details.

If a customer experiences no difficulties entering or editing their information on all tabs prior to the Liabilities page but encounters trouble when trying to open that page (experiencing an endless loading), the reason for this issue is likely due to the use of the Safari web browser.

We currently have temporary incompatibility with Safari and our Client Portal, which is causing this problem. The best solution at this time would be to kindly request that the client utilize Chrome or another browser in order to successfully complete their details.