To keep your client's information safe, you have to manually enable consent for each primary contact to access the information in the portal. Go to the client chart, select the people tab, choose the primary contact, and enable consent, online access and email notifications.
- Check that email notifications and online access are enabled
If your client is an adult, then you will need to adjust their client settings under the edit button below their initials in the client chart modal. Make sure to open edit and scroll down all the way to the bottom.
