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Default Account

This setting allows you to designate the default account you want the client to see when they sign into the client portal. By default, clients see accounts that they viewed recently. Often, however, it makes sense for clients to see all accounts initially so they can choose which account to focus on.

If you selected Custom, select the check box next to the account you want shown. Only accounts that were explicitly added to the client portal are available.

For more information on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.