AffiniPay

We have expanded the ability for enabling the Client Portal to allow you to invite clients while sharing certain items.

Enabling the Client Portal when sharing an Invoice, Document, or Event

This article will walk you through disabling MyCase access privileges for a client/contact in MyCase.

How do I disable MyCase access for a client/contact?

To view the Client Portal activity for a client or contact in your MyCase account, visit their contact details page.

How to view the Client Portal activity for a contact

The power feature of MyCase lies in the ability to provide your clients and contacts 24/7 access to selected case

How do I share information with clients and contacts?

If your client has forgotten their password, they can use the "Forgot Password" tool to reset it.

What if a client forgets their password?

This article will walk you through enabling MyCase access privileges for a client/contact in MyCase.

How do I enable MyCase access for a client/contact?

What web browser should I use to run MyCase's Client Portal?

How to Use the Client Portal

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.