Did you know you now have access to configure your Client Portal from right within your Xplan site?
With the release of the Client Portal Content Management System (CMS), you are now able to update the configuration settings for each of the Client Portal sites that you manage, without the need to go through Iress Connect or your Account Manager, saving you time and providing you with the flexibility to make updates and changes easily and conveniently, in real time, any time you like!
Navigate to Admin > Site > System Settings then Access > Client Access > Configuration. Click to Launch Client Portal Site Configuration.
Check out the Iress Community Article, 'Configuration Management in Client Portal,' for all the details or watch this quick video guide in the Iress Learning Centre. ‘Client Portal Configuration’.
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