To find your portal link for your firms client portal click on settings, scroll down on the left hand menu to the heading “portal” and lick on general settings.
The link will be in blue with a “copy” button next to it. It will look like https://yourfirm.portal.engager.app
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1 comment
Are we able to embed the portal log in on our website? Or does it have to be just a link?
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