Setting up login access to the Client Portal
- Krystal Ratukore (Unlicensed)
When Clients are invited into the Client Portal, the business will send a Welcome Email which will allow the Client to setup their login credentials.
The Welcome Email is a standard system email template which may be adjusted at anytime by the business. An example of what this look like is shown below:
Note: for instructions on how to edit/update system emails please click the link below: Note that the Welcome email is the template called “Client Welcome.email.html”.
System Emails
Once the Client receives this Welcome Email, it is then a two-step process to activate their login and to also make sure they have ongoing access to the portal once they have set up their login credentials.
Step 1: Setting up Account
To set up their account they will need to activate their login by clicking the Client Login link in the
Initial Access section from the Welcome Email they have received.
Clients will see this dialogue when they first click the Client Login link:
The system will automatically prefill the clients email address into the Login Code field, though this can be edited by the Client if they wish.
Next, they have the option to set up their Login Type:
Option 1 - Password:
They will need to set their password ensuring that it is not shown as “Weak” as per the requirements mentioned here: Setting your Passwordarchived
A strong password will show similar to the screen shot below:
Option 2 - Authenticator 6 digits or 8 digits
If using the Login Type of Authenticator, they must download an Authenticator app to their mobile device which when setup, will give them a code each time they want to log in to the system:
Instructions are here: How to set up your One-Time-Password for Nimbusarchived
Then, if the Client would like, for added security, they can set up a 2FA Pin. This can be sent via mobile number or email. If there is no mobile number listed for the contact, the 2FA pin will be sent to the Client’s email by default.
Once all fields are set, the Login button becomes active. They will need to click Login and the system will display the Nimbus Terms and Conditions as shown below:
Check the box I agree to these Terms and Conditions, then click Proceed.
Step 2: Setting up Ongoing Access
Once they have set up their login credentials, it is important to save a URL for the next time they wish to log in to their portal. From the Welcome Email, click the Client Login link in the Ongoing Access section and then save this as a bookmark in their web browser.