You can manage the people associated with your account directly from the client portal. From the Contacts section, you can add and update contacts, invite Guests with limited access, and control exactly what each person can see and do.
Log in to the client portal.
Open your client profile.
Click Contacts (left-hand menu).
From here, you can view, add, edit, deactivate, or remove contacts tied to your account.
When adding a new contact, you’ll fill out a short form with details like:
Name
Email address
Phone number
You can also:
Choose whether the contact is an Individual or an Organization
Set the contact to Active (required for portal access and notifications)
Assign custom permissions to control what they can access
Guests are users you can invite to access your account with restricted permissions.
Invitations are sent via email
Once accepted, the Guest can log in and perform only the actions you allow (based on permissions)
This is useful for temporary access or roles that don’t need full visibility into your account.
Each contact can be assigned specific permission levels to control access to sensitive areas of the portal, such as:
Invoices and billing
Support tickets
Services and account management
Other client portal features
This helps ensure only authorized users can view or manage critical account information.
If your organization has multiple users, you can organize contacts into Teams.
Teams allow structured, role-based access
Assign permissions based on job function (billing, technical, admin, etc.)
Ideal for businesses that need different access levels across staff
You can update contact information or permissions at any time.
If someone no longer needs access:
Deactivate their contact to disable access, or
Remove them entirely to keep your account secure
By managing contacts, Guests, and permissions effectively, you can keep your account organized, reduce back-and-forth, and ensure the right people have the right level of access.