First go the Client page:
Add a new Client
To add a new Client, click the New + button and fill in the form to add your client information:
Once added, the Client list will order itself alphabetically:
The Client Information Card (accessed by Clicking the blue i icon), displays all the information about the client. From here you can change the client details, send them their customer portal link or revoke access to it.
The Client Portal
Each client has a unique portal where they can view, download and print completed certificates and reports. To send them their unique link, click the Send Client Portal link button.
Revoke access to Client Portal
Should you need to revoke the access to the client portal, click the Revoke Portal access button.