Practice Pro

How to Add Portal Users to Client Portal for a Client in SurePoint Pro

Add Portal Users to Client Portal for a Client

How To Log In To The Client Portal For SurePoint Pro Clients

Log In To The Client Portal

How To Set Up Two Factor Authentication In Client Portal For SurePoint Pro Clients

Set Up Two Factor Authentication In Client Portal

How To View Client Portal Dashboard For SurePoint Pro Clients

View Client Portal Dashboard

How To View Client Portal Invoices For SurePoint Pro Clients

View Client Portal Invoices

How To View Client Portal Payments For SurePoint Pro Clients

View Client Portal Payments

How To Pay Invoice With Law Pay In Client Portal For SurePoint Pro Clients

Pay Invoice With Law Pay In Client Portal

SurePoint Pro Client Portal Training Video

Eddie Jackson

Daryna Chorna

Keith Bell

Client Portal

www.surepoint.com

SurePoint Pro Home

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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