Give clients and contacts access to Client Center

Before you start

Make sure you're assigned to a permission group that has
Onvio Setup
enabled.
Make sure all contacts that aren't business clients have a primary email address and the
Entity Type
is set to
Individual
in
Setup > All Contacts
.
Make sure all business clients have an individual contact listed as a relationship.
Each Client Center user needs to exist in a relationship to a client to be able to see documents and tasks in their portal.
You can only give access to Onvio Client Center to one client or contact at a time, but if you would like this option you can add an idea to the Ideas Community.

Enable Onvio Client Center

Go to
Setup
and select
All Contacts
.
Select
Edit
next to a client or contact in the list.
Verify that the
Email Address
field is correct. If it's empty, enter an email address for the client or contact.
Go to the
Client Center Access
tab.
Turn on the
Client Center
switch.
note
If you don't see this switch, you can't turn on Client Center for this client or contact. Make sure that their entity is
Individual
and that you've entered a primary email address.
Onvio will ask you when to send the client or contact an invitation to register their account. From the link in the registration email, they'll enter an email address and create a password for Onvio Client Center.
Choose
Send Now
to send the email immediately after you save your changes.
Choose
Send Later
to send the invitation email later. You can return to this
Client Center Access
tab to send the message at any time.
note
You can re-send the registration email or check registration status at any time by returning to the
Client Center Access
tab.
Select
Save
when you're finished.

After completing their registration, add folders for your clients so they can upload documents. Clients can't add their own folders.
Clients can also access their portal and shared documents using the Client Center mobile app.
In Onvio Client Center you can see and select clients from the dropdown that this contact is linked to through relationships.