FAQs

portal access / user accounts what can i do if a client can log in, but can't view the dashboard? if the client can successfully log in but can't view the dashboard or any navigation menus, ask them to clear their browser cache as a first step instructions for clearing the cache by browser chrome safari edge firefox if clearing the cache doesn't resolve the issue, check their user account verify that the client is set up correctly navigate to "people" in the admin menu search for the user by name, email address, or client name verify that the account has the following status is active client is populated with the correct client account roles only contains client if any of these things are not true, click edit for the user and update the user accordingly fmrs what's a moderation state?