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What does a user see once Credentials are sent for the Client Portal

K
Written by Kate Lewis
Updated over 6 months ago

1

The client will receive an email from the Caresmartz360 Portal.

2

Click on the email with the subject line: "Client Portal User Credentials."

3

Within the email, there is the username, a temporary password and a link to the client portal. Copy the temporary password and click on the link to be redirected to the portal login page to set up your credentials.

4

5

Click the "Temporary Password" field and paste or type in your temporary password from the email.

6

Click the "New Password" field and type in a new password that is easy for you to remember but hard for someone else to guess.

7

Confirm your new password

8

Select from the security questions.

9

Enter your secret answer. This will be asked if you need a password reset.

10

Click Update.


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