video1.0<iframe src="https://www.loom.com/embed/354ca13d2dc94e1185d3ccfab1e77c6a" frameborder="0" width="1480" height="1110" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11101480Loomhttps://www.loom.com11101480https://cdn.loom.com/sessions/thumbnails/354ca13d2dc94e1185d3ccfab1e77c6a-c9d6bcc4eb6b46ab.gif277.604In this video, I walk you through how to quickly set up and preview the new Client Portal for our clients. I demonstrate creating a test user, Brendan, associated with Hard Hats, Inc., and show you the necessary permissions, including access to the New Client Portal Early Access feature. After creating the user, I guide you through the sign-up process and how to navigate the portal, including viewing workshops and user details. I also explain how to switch organizations for a comprehensive view of what each client would see. Please make sure to follow these steps to familiarize yourself with the portal before granting access to your clients.