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Set Permissions for the New Client Portal

Before you can access the new client portal, you must contact your dedicated Support Team and ask to have the new client portal enabled for your firm. Once enabled, all users with Admin access will be able to see and use the new Configuration Tool.

Admin users can control new client portal configuration access for non-Admin users with the role permission Client Portal | Configuration Tool.

For more information about the new client portal, see Introduction to the New Client Portal and Workflow: Set Up a New Client Portal.