{"id":29754,"date":"2025-02-15T16:08:38","date_gmt":"2025-02-15T16:08:38","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=29754"},"modified":"2025-03-04T10:18:41","modified_gmt":"2025-03-04T10:18:41","slug":"entering-the-clients-portal","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/entering-the-clients-portal\/","title":{"rendered":"Entering the Client’s Portal"},"content":{"rendered":"
    \n
  1. Click on “Clients”\u00a0<\/strong>from the main menu.<\/li>\n
  2. Click on\u00a0“Manage Clients”<\/strong>.<\/li>\n
  3. Click on the desired client’s profile.<\/li>\n
  4. Click on the “More Actions”<\/strong> button inside the client’s page.<\/li>\n
  5. Select from the list “Login as Client”<\/strong>.<\/li>\n<\/ol>\n
      \n
    • You will be directed to the client’s portal with a sidebar to view their specific transactions.<\/li>\n<\/ul>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2133],"tags":[],"class_list":["post-29754","tutorial","type-tutorial","status-publish","hentry","category-client-operations"],"yoast_head":"\nEntering the Client's Portal - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/entering-the-clients-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Entering the Client's Portal - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on “Clients”\u00a0from the main menu. Click on\u00a0“Manage Clients”. Click on the desired client’s profile. Click on the “More Actions” button inside the client’s page. Select from the list “Login as Client”. 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