Managing Clients and Accounts

In HowNow Online go to the Clients tab and search for your client.

Once you have selected your client, click on the "Invite to HowNow Portal" button

With the "Invite HowNow Portal" pop-up screen, make sure the option selected is "Create this client in Portal". 

Click next and either select an existing Portal account or create a new portal account.

Either select an account, or create a new account.

A message will appear stating the client is connected to the Portal.

If you created a new account, the user will receive an email invite to the Portal to accept their invitation. An existing account will now have access to see documents for the new client on their portal account.

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