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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

Your portal link is in Settings, under Portal > General settings.

  1. To find the portal link for your firm’s client portal, click your name (top right) and select Settings. On the Settings page, select General settings on the Portal card.
    Portal card on the Settings page with General settings highlighted as step 1
  2. On General Client Portal settings, under Portal link, the link will be in blue with a copy button next to it. It will look like https://yourfirm.portal.engager.app.
    General Client Portal settings showing the Portal link address and the copy button, highlighted as step 2