FlexPoint Client Payment Portal: How to add a portal user

Give a teammate access to your payment portal so they can view invoices and make payments. If someone else on your team handles bills, such as an office manager or someone in accounting, you can add them as a portal user in a few steps.

This video shows you where to go and what to enter.In this video, you'll learn how to:

• Open user settings in your portal
• Add a new user and enter their details
• Edit & delete users