Activating the Login

Within the applicant/introducer profile access the 'Portal Access' tab and tick the radio button to enable access for this user

Enter a User ID (defaults to their email) and create a temporary password

Amend the User ID if required

Assign the users profile based on your requirements; 'Customer' for your applicants and 'Introducer' for those that provide you with leads

Showing cases on the Portal

Access to view a case on the portal can be limited by the stage or status it is currently at

Within the required stage/status use this toggle to allow the case to be seen on the portal

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Should this be unticked the user will still be able to login to the portal, however would not be able to see a case at that stage