Hi there,
This question may have already been asked, but I was wondering how users on the client portal are created or accessed by a client in order to view their invoices and recurring payments.
From the admin panel, you can access these through a preview, but I can’t seem to figure out how to set up accounts for my clients to log in themselves. I’d preferably have it so they can’t sign up themselves, instead someone managing the admin panel does it while creating the client and their invoice(s). Does someone mind explaining how this works or how to create accounts?
Thank you!