Back Home > Tamarac Reporting > Clients and Client Portals > Clients > Creating and Editing Clients > Creating a Client: The Client Portal Panel
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Home > Tamarac Reporting > Clients and Client Portals > Clients > Creating and Editing Clients > Creating a Client: The Client Portal Panel
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Creating a Client: The Client Portal Panel
The Client Portal panel allows you enable client portal access for a client and to configure default portal settings. To learn more about clients, see Create, Edit, or Delete a Client.
Completing this information allows you to enable portal access, set which client portal view the client sees, how the client receives documents, and more.
The following settings are available under the Client Portal panel.
