- New user - Click here to get started. See Signing Up for an Account.
- New invited user - See Accepting an Invitation to the Client Portal.
- Returning user - See Signing in to the Client Portal.
When you are signed in, you can choose the production environment or the sandbox environment. Use the Sandbox toggle at the lower left. If you are not the account owner, some features of the production environment are not available to you, but you can access all features on the sandbox.
As the account owner, you can invite others to share the experience. See Inviting a User.
Updated 3 months ago
|Signing Up for an Account|