video1.0<iframe src="https://www.loom.com/embed/e4825f49ed594a6488446b38b0d9e0de" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e4825f49ed594a6488446b38b0d9e0de-0212e8580663b4e4.gif378.707In this video, I walk you through the process of creating customer portal users within our system. I demonstrate how to access client records, add contacts, and assign site access, whether it's for a single site or an entire hierarchy. I also explain the importance of selecting the right user profile to dictate what the customer can see and do in the portal. After setting everything up, I show you how to test the portal from the user's perspective to ensure they have the correct access. If you have any questions or need assistance with setting up portal users, please reach out to our support team for help.