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Create client portal accounts from new table rows

Create client portal accounts from new table rows

New client rows lack portal accounts, leaving coordinators unable to grant access or start onboarding. It creates or updates portal users so coordinators can begin onboarding same day.

Create client portal accounts from new table rows

Overview

Stop leaving client portal accounts to manual copy-and-paste — new table rows should immediately create or update portal users so coordinators can act. This keeps onboarding moving and ensures access is granted same day, reducing handoffs and delays.

Create client portal accounts from new table rows