The Client Bridge can be managed from the "Client Bridge" tab of the Contact record
To Enable the Client Bridge
- Go to the "Client Bridge" tab of the contact
- Check the box "Enable Bridge Access"
- If this is the first time you are giving access for this person, the system will ask you to set a unique username and password
*Note - the system will send an automated email to the recipient with a link to the client bridge
- Go to Settings>Client Bridge
- Press the on button to enable and reveal your unique URL and settings