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Entering the Client’s Portal

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the desired client’s profile.
  4. Click on the “More Actions” button inside the client’s page.
  5. Select from the list “Login as Client”.
  • You will be directed to the client’s porta; with a sidebar to view their specific transactions.