[Client Portal Users]

Updated Oct 9, 2026

How to Create and Manage Client Portal Users

Path: `Frontline → Core modules → Contacts → Client Portal Users**

Client Portal Users are contacts who can log in to a dedicated client portal.

Click Add client portal user to create portal access.

Fill in the portal user form:

  • Client Portal — select the portal they belong to.
  • Type — user type, such as Customer.
  • Email and Phone.
  • First Name and Last Name.
  • Username and Password.

Click to create the user. The Client Portal User details page opens, showing verification status and linked customer.

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