1.

(Optional) Create a Client View for Non-Client Users

Non-client users like CPAs, trustees, or investment committee members want to use the client portal for different purposes than your investor clients. To make the portal useful for these non-client users, consider creating a unique client view tailored to their needs. For example, a client view for a CPA might include an accounts page and a document vault, but no reports.

If you want to create a unique view for non-client users, see Create a Client View.

2.

Create a Client Record

Even though a CPA or trustee isn't your client, you still create a client record in Tamarac for them. That client record, linked to your mutual client's Household, will give non-client users access to documents and account information for that Household.

Note that the email address you enter will receive all Tamarac communications, including the client portal setup link.

To create a client record, see Create, Edit, or Delete a Client.

3.

Assign the Client Record to a Household

The non-client user will see financial records and documents posted for whatever Household you assign them to, so it is critical to assign them to the correct Household. For example, if you and a CPA share a Georgia Abbey as a client, you'd assign the CPA's client record to the Abbey Household.

You can add the client record to the appropriate Household in either of two locations:

• In the client record: Search for and assign the Household with Household Assignment.
• In the Household record: Configure members of the Household when you Add or Remove Members of a Household.

4.

Enable Portal Access and Configure Client Portal Settings for the Client Record

• Enable portal access: To turn on the portal for the user, set Enable Portal Access to Yes. Select Send Activation Email to send the user a link to set up their sign-in information.
• Choose the client view for the portal: Choose an appropriate client view from Client Desktop View. If you created a unique client view for non-client users, assign that here.
• Set how to share documents: If you plan to share reports or other documents with these users, use Preferred Delivery Method to set how you want them to receive those files.

5.

Save the Client Record

When you're done, save the client record. The client portal activation email is sent to the email address in the client record, giving the non-client user access to the Tamarac data and documents they need.