Clients and forms

How client portal email verification works

Distinguish an active portal account from a verified email and send the correct sign-in link.

Step by step

1
Open the client profile and review Login / account.
2
If access is active but email is not verified, select Send portal sign-in.
3
Ask the client to use the newest sign-in message and complete the verification step.
4
Refresh the profile after the client signs in successfully.

What should happen

The profile shows the latest verification and portal sign-in status without staff changing the client's password.