How to Manage Users in the Client Portal
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Join Andrew as he demonstrates the latest features in the HighLevel Client Portal designed to simplify user management. Learn how to effortlessly set passwords, send out magic links, and streamline the login process using workflows, email campaigns, and SMS. This video covers everything from generating custom magic links for specific sections to utilizing newly provided email templates for resetting passwords. Enhance your users' experience and make managing user accounts easier than ever.
00:00 Introduction to New Client Portal Features
00:16 Navigating the Client Portal Dashboard
00:33 Magic Links: Enhancing User Experience
01:18 New Automation Capabilities
02:18 Improved Password Management
03:23 Streamlining User Login Processes
03:57 Final Thoughts and Recommendations