How do I give a client's previous accountant portal access to upload documents?

Use the Client Portal users widget on your Dashboard: select the previous accountant's record, then choose invite selected clients.

The previous accountant needs to exist in Engager as a record with an email address (for example a Contact only client) before you can invite them.

How to invite them

1. Go to the Dashboard. The Client Portal users widget is hidden by default. If you can't see it, select the cog beside ignore internal deadlines for job widgets, choose Manage dashboard, and select the eye icon for Client Portal users.
2. In the widget, select a count (for example not invited) to open the Client Portal users list.
3. Tick the previous accountant's record, then select invite selected clients.
   

This route is quicker than the standard multi-step client invite process and works well for one-off access like this.