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How Do I Switch Between Client Portals on Mobile?

Switch Accounts in the Client Portal App

If you have access to more than one client portal, you can switch between them from within the app.

Switching portals takes just a couple of taps — no need to log out and back in to check a different account's to-dos or files.


Switch Accounts

  1. Tap the arrow next to the portal name at the top of the screen.

  2. In the Switch Portals menu, tap the portal you want to switch to.

    • You can see how many To-Do items are associated with each portal before you switch.


Summary

You can switch between multiple client portals directly from the app without logging out. Use the portal arrow at the top of the screen to jump between accounts and see each one's pending to-dos at a glance.

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