How to add a contact and give portal access
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- Open the client and go to the Contacts tab.
- Click Add Contact (or Link Existing to attach a contact that already exists in your organization).
- Enter the contact's details. To let them sign in, tick Portal Login — this requires an email address and sends them an email to set a password.
- Click Save.
One contact can be linked to several clients — use the Linked to section of the contact to add or remove clients. To give an existing client another contact (for example a second parent), open that client's Contacts tab and add or link the contact there.