Allow Staff to Invite Clients to the Client Portal

  Permissions: You must have Administrator Permissions to change Staff Permissions.

An Administrator must grand Staff Member rights/permissions to invite their Clients to the Client Portal. Once given, Staff can invite Clients to the Client Portal where they can then share, send, resend, and revoke Client Intake forms. 

Grant Permissions

1. Click Staff in the primary navigation bar.
2. Find desired Staff and click Permissions.
3. Mark the box "Can invite clients to the client portal and manage intake forms" under Default Permissions.
4. Click Save Permissions.