Activate client portal access

Nicolas Audet
Nicolas Audet
  • Updated

Overview

Initiating client portal access for a new user is easy with gaiia. This article will explain how to create a new account and provide portal access in a few simple steps. 

 

Create a new user and provide portal access

Before a customer can log in to his portal, their access must first be activated through gaiia. The feature Manually activate client portal access can be found on the customer account page, under the Client Portal tab.

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After clicking on Create access, the email address will be displayed alongside a generated password. This password can be used as-is or edited to the customer’s liking. Just make sure it meets the following criteria:

  • Must be at least 10 characters long
  • Must contain an uppercase letter
  • Must contain a lowercase letter
  • Must contain a number

 ⚠️ Before you create the access, make sure to copy the password because it will not be accessible after the creation.

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When ready, click the Create account button. Once created, the customer will not be notified automatically. You must communicate the password to the customer for them to know how to log in.

 

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