Portal Manager

View current clients by statuses

Within Portal Manager, you can view current clients and their statuses.

View Clients/Client Status

  • To view a list of current clients in the portal, click the “Clients” tab from the top navigation.
  • The “Clients” tab opens to a list of all your clients currently in the portal, and provides client information including accounting software, signed date, and service status (e.g. Deployment, Ongoing Service).