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Overview

This article will walk through the steps required to link a Microsoft or Google account login to a Client Portal.

How To

End-users will need to log in to the Client Portal with their credentials and then navigate to their name in the top right-hand corner. They will be then be navigated to a page that show Microsoft or Google linking options. They will just need to select one. Upon Clicking an option, the end-user will be pushed into a new tab to log in with their Microsoft/Google credentials. They will be provided an option to stay logged in if preferred. Once they determine if they will stay signed in or not and click “yes” or “no”, they will be navigated to a page that will push their log in to the client portal. The end-user will just need to close this tab and navigate back to the original tab that the Client Portal was open on. Their account should now show that it is linked. When your end-users navigate to your Client Portal, they can either opt to log in with their credentials, or select the Microsoft option to sign in.