How Do I set up a Client Portal Account?
Access to your Tenant's Client Portal is handled through individual logins. These logins are created within Discovery when a new Company Contact is created.
To create a Client Contact with access to the Client Portal, please follow these steps:
- 1
- Under Records, choose Companies.
- 2
-
Use the search and filter options to locate your target Client Company. Click on
View.
- 3
-
Under the Contacts area, existing Client Contacts will be listed. To create a new Client Contact click on the
New button.
- 4
-
Provide a
First Name.
- 5
-
Provide a
Last Name.
- 6
-
The
Client Company field should be prefilled for you. Alternatively, you may select a different Client Company by typing the Client Company name and selecting from the available options.
- 7
-
Provide a valid
Email Address.
- 8
-
Provide a
Password.
- 9
- All other Client Contact data fields are optional, but we highly recommend providing all known information at this time. You can edit a Client Contact at any time by clicking on Edit for any Client Contact on its Client Company page. Click Save when you are done.
Note: You'll will need to manually provide this Client Contact with their Password. It can be updated in Discovery at any time by editing their Client Contact.
Using their Email Address and Password, Client Contacts can then sign into your Tenant Client Portal at https://client.discoveryapp.io/login.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.