Client Portal Setup and Key Concepts
This section contains helpful articles when implementing your Client Portal or when you need to brush up on its core features.
- Client Portal Liaisons - Start Here
- Client Portal - Definitions of Terms Used
- Preparing to Set Up Your Client Portal
- Step 1. Global Invitation Link
- Step 2. Agency Enrollment Program, Application, View Application Changes and Waitlist
- Step 3. Programs, Applications, and Waitlists
- Step 4. Client Portal Role Permissions
- Step 5. Create Client Intake Page(s)
- Step 6. Client Portal Settings