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The admin will be able to access the client portal by heading to the Settings icon on the top right of the main menu , and go going to System Settings.

The admin will scroll to the Client Portal box in order to set up and configure the add-on.

The admin will head to Manage Client to be able to add and manage the client in the Client Portal.

 A A list of the active customers is viewed with their details. The green dot indicates that the customer is active. The admin can use the advanced search to search for a specific customer.

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