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Responding to a “Shared Client Portal Access” Invite Email.

This article will help you through the steps on how you can respond to a shared client portal access invite email.

Responding to a “Shared client portal access” invite email.

Figure 1 is an example of the body of an ImagineShare email “Invite” to join the ImagineShare portal. If you receive this email, select the blue “Click here to view the portal” link shown below. This will open an ImagineShare portal page (figure 2) allowing you to setup your account access.

Figure 1 screenshot of “ImagineShare Portal Invite” email.


Figure 2 below shows the portal landing page for creating an account after you selected the “Click here to view the portal” link from the ImagineShare email. Click the orange “Continue” button. Selecting the “Continue” button will load the “Welcome to ImagineTime” welcome page (figure 3).

Figure 2 screenshot showing “Portal landing page” with the location of “Continue” button.


Figure 3 shows the ImagineTime welcome screen. Select “Continue” to proceed.

Figure 3 screenshot of “ImagineTime Welcome page”.


Figure 4 below shows the “Review personal information” page. The contact name and email were entered in ImagineTime by the person who sent you the invite. You may fill in the blank fields if required by the firm who sent you the invite email or leave them blank. Select the orange “Looks Good” button when you are satisfied with your information. This will load the “Review your account information” page to confirm all entries are correct (figure 5).

Figure 4 screenshot of the “Review personal information” page.


Verify the information is correct on the “Review your account information” screen. Select the orange ”Looks Good” button to be returned to the portal page. Account setup and access are complete.

Figure 5 screenshot of “Review your account information” page.