Once a Client Portal user has been added to the software, you can email a portal instruction invitation to them.

Within the Employer > Client portal section, click on More > Email Client Portal Instructions to Client User(s)

Select the user(s) you wish to send the invitation to and click OK.

They will then receive an email with access instructions and a link to the Client Portal.

Please note: There is currently no way to view if a client user has signed up for the Client Portal after the invitation has been sent. There is no activity report or 'last viewed' or 'last active' date and time stamp.