Skip to Main Content
Categories Client Portal
Created by Jay Wilson
Created on Jan 22, 2025

Inviting Clients into the client portal

You can carry out an AML check on a client without going to the AML Page - there is a button on the client page as a shortcut.


Instead of searching for the client in the People page, there should be a button on the client page which invites them into the client portal if they are uninvited

  • Attach files