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1. Navigate to Settings > Client Portal Management.
2. On the Client Management Portal, click the Settings icon on the upper right corner of the screen and select Client Portal Management. 
   
3. Click New to display the New Client view.
   
4. Provide the client’s email address. This has to match the client’s email in the Connectwise/Autotask Contacts. The First Name, Last Name, and Display Name are filled automatically.  
   
5. Enter the Password and retype it to confirm.  
6. Select the reports that you want to share with the end user. Note: For now, there is no email that will be sent automatically to your client. You can test the login using an incognito browser to ensure the reports are good. 
7. Click Confirm to save the setting. 
8. Send the login portal address, email, and password to your client.

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1. On the Client Management Portal, click the Settings icon and select Client Management Portal. 
2. Click the Edit button for the client whose information needs to be modified. 
3. When the Edit Client view appears, modify the information that needs to be changed or updated.
4. Click Confirm to save your modification.

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