Changes to the Client Portal that will improve your experience

We’re making updates to the Client Portal next week, based on your feedback.

These changes are focused on simplifying and improving the experience for our users who manage organisation information and user access within the Client Portal.

The Client Portal Manager will now be known as the Organisation Administrator and will be automatically updated as such in the portal and the CRM.

This role enables a user to manage their organisation’s information, including:

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