Where can I find the portal link to share with my clients or to put on my website?
Quick answers to help you get the most out of Engager
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