Users at the Manager level can be given access to one client 

portal at a time, based on the email address used to create their 

login information.

If a user needs to access multiple client portals, consider creating

their account at the Partner level.  

Play the video below to learn how to add a new user with Manager

access to a client portal!

Manager users’ abilities to view and make changes to

information in a client portal can be customized to meet the

user's specific access needs. Manager users' access is based on

the User Group to which the user is assigned.

Play the video to learn how to set up a new User Group Profile!

In addition to users being permitted to only access certain

features, visibility can also be limited to specific employees. 

By default, new manager users are granted visibility to

all employees in a client portal. If a user should only access

information for specific employees, they must be designated

under the user’s Employee Assignment.

Play the video to learn how to specify which employees

manager can view in a client portal!