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Take full control of your profile and security preferences—manage everything with ease. In this demo, you will explore the Settings Module within your Client Portal. We will guide you through updating your personal profile, managing your notification preferences, linking your Google Calendar, and changing details like country, mobile number, gender, and language. You’ll also learn how to enhance your account security by enabling Two-Factor Authentication (2FA) via email or an authenticator app like Google Authenticator or Authy. This module empowers you to personalize your portal experience and safeguard your account from unauthorized access.
By the end of this tutorial, you’ll have your client portal finely tuned to your preferences—with confidence and security.
