End-Client User Management
The End-Client Access workspace allows you to manage who has access to the Client Portal, create and invite new users, and edit what they can see in their particular portal.
To access the End-Client Access workspace, navigate to Run Business > User Management > End-Client Access.
By default the End-Client Access workspace shows all end-clients, regardless of their client portal status. The following controls and actions are available from this workspace:
Filter
Use the filter drop-down in the upper left to filter the list between All Clients, Clients with active Client Portal users, Clients with pending Client Portal users, or Clients without Client Portal users.
A Pending Client Portal user is one that has been started and invited, but has not yet finished setting up their user.
Search
The Search box in the upper right allows you to narrow the workspace by searching on one of three criteria, which you can change using the drop-down next to it.
- Group Name: This is the household name displayed in the first column of the grid.
- User Name: Search by the email associated with the user.
- Account Number: Search for the user associated with a particular account.
Create and Invite a New Client Portal User
To create a Client Portal user for a client that was onboarded by an advisor, see Creating and Inviting New Client Portal Users.
Edit a Client Portal User Profile
To edit the profile of an existing Client Portal user, see Customizing the Client Portal per User.
Re-send Invitations
To send a new invitation to a user that has already been created, use the checkboxes at the head of each row (not available for clients without users) to select one or more recipients. Once selected, click in the bottom left and choose Resend Invite Email.
Related Articles
Customizing the Client Portal per User
Once a client exists as an End-Client User, you can edit individual settings for their Client Portal if needed. To make Per-User changes for the Client Portal: Navigate to Run Business > User Management > End-Client Access. Locate the client to edit ...Deleting a Portfolio Management User
To remove a Portfolio Management User: Navigate to Run Business > User Management > Users. Locate the User to delete and click the delete control at the end of the row. Confirm the action by clicking Ok in the pop-up. Warning! This cannot be undone!Unlocking a User for Failed Login Attempts
If a User becomes locked out for failed password attempts, an administrative User can unlock all currently locked users with the following process: Navigate to Run Business > User Management > Users. Click Unlock All in the upper right. Note: This ...Changing a Client's Login Email
If a client changes their email address, there are a few places you’ll need to update that for the client in the Platform so they can begin logging into the Client Portal with their new email address. Be sure to complete all the steps below when ...Client Portal Settings and Branding
The Client Portal settings page allows you to configure the experience your clients have on your Client Portal. Many of these settings will be established by your Onboarding Engineer in onboarding, but you can always come to this section to make ...