Set up Minor Client's Portal Under Parent/Guardian

When a client is a minor and their parent/guardian needs to control their portal, the steps below are the best practice.

Assign Permissions to Parent/Guardian

1. Click Lists → Clients.
2. Open the client profile and scroll down to the Contacts heading.
3. Click Add Contact.
4. Enter the parent/guardian's information.
5. Click Save.
6. Now both the client and the contact will be listed under Contacts.

   

7. Click Edit next to the client's name and uncheck the permissions. Click Save.

   

   Click Edit next to the contact's name (parent/guardian) and check the permissions. Click Save
8. 

Set Up Parent/Guardian with Portal Access

1. Click Lists → Clients. 
2. Open the client profile and scroll down to the Contacts heading.
3. Click the three dots icon next to the Contact (Parent/Guardian) name in the client profile.
4. Select Invite to Portal.

   

5. The Invite Contact window will display. This window will describe the portal access that the client and the contact will have.
6. Check off the permissions you wish for the contact to have in the portal.