There are two ways to apply credentials to allow clients to have access to the client portal.

The first thing you will need to do is set up your client portal. To assist you with that, you can review How To Configure Client Web Portal.

The Client Credential option allows a client to log into their account to view, download, and print leads. You can view How to Create Client Credentials for Web Portal to see how to perform that process.

The web portal users option allows a LeadExec user to create a login that has access to multiple clients. This option is useful for managers. Here's how:

Inside of LeadExec, go to the Clients tab and choose the Web Portal Users option on the left side menu.

Go to clients, then web portal users.

Click on Create New.

Fill out the User Details information.

Fill out user details.

Insert the login information for the user

Add login information.

Now you can set permissions for that user. A user can have just one client permission or multiple client permissions, depending on the access to leads needed.

Click the Add button to open the client select menu and choose the client that the user should have permission for. Then click select. If you need to add more clients, just repeat the process until all desired clients are added.

Click Save on the user details menu and the web portal user is now able to access the client portal.

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