How to Add Portal Users - Client Portal

Portal Users Overview

Learn how to manage portal users and add your team members.

Portal Users can log in to your FlexPoint portal to view invoices, make payments, and manage account information. This guide explains how to add new users and manage access.

What Is a Portal User?

A Portal User can log in to view invoices, make payments, and manage account information.

To access the portal, your email must first be added as a Portal User by your business contact.

Can I Add My Team?

If you're already a Portal User, you can add teammates directly—no need to contact the business.

If you can’t log in, your email hasn’t been added yet.

How to Add Portal Users

1. Log in to your portal.
2. Click Settings.
3. Select Portal Users.
4. Click Add New and enter user details.
   
5. Click Save. The new user can now log in.

Frequently Asked Questions

I can't log in. Why? ▶

• Email is misspelled.
• Email is not listed as a Portal User.

Can I add teammates? ▶

Yes, if you’re a Portal User you can add and manage other users.

What can Portal Users do? ▶

• View invoices
• Make payments
• Add or remove payment methods
• Enable or disable AutoPay
• Add, edit, or delete Portal Users