This page contains links to Client Portal topics. The Client Portal enables your clients and their contacts to log into a client-accessible part of your instance of Ubersmith to view and manage information on their own. Your clients navigate to your Ubersmith URL and enter their login credentials that you would have previously configured for them.
Note: Client Portal menu items can be enabled or disabled through the Setup menu in the client interface.
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Adding Two-Factor Authentication for Client and Contact Users
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