First Steps for New Clients

This article will explain our recommended first steps for new customers.

Client Portal

There’s a few things you should do first within your Client Portal ( to ensure the security of your account.

  • Add any Authorized Users to your business account.
Access User Management via the Drop Down menu.

Within this page, you’ll select ‘Invite New User’. Enter the email address of the person you’d like to add.
We highly recommend choosing ‘Choose Permissions’ rather than ‘All Permissions’, and selecting only the permissions this user needs, otherwise irreversible damage can be done to your products or services.

After you’ve invited the user, they’ll get an email with a link to setup their account.

You can also view the last login from any user you’ve invited, as well as remove any accounts on this screen.

  • Enable Two Factor Authentication

Two Factor Authentication will require a specific code to access your account, often generated via an app on your smartphone. So, even if someone has your username and password, they’ll need the code (that’s generated on your phone) before they will have access to your account.

Two Factor Authentication page within Security Settings.

You’ll need to download an app like Google Authenticator on your phone, we personally recommend Authy, as it allows you to have desktop applications on your computer.

After you have one of these applications, you’ll scan the QR code within the app and enter the code generated within the app, onto the page within Client Portal. And that’s it. When you login, you’ll go into your app and enter the code generated. The code will only last for 30 seconds before a new one is generated.

Is this article helpful?

Let us know if this article was easy or hard to follow, or if we should make any changes?