CRM: Create a Test Client

Creating a Test Client

You'll need to use a unique email - so you can use an extra email address if you have one, or if you know the Google 'unique email' hack, that works here as well.

Navigate to CRM > Contacts, and click the +Add Contact button.

For testing purposes, it is best to choose Client for the Role. Choosing to send the Portal Access Invitation immediately will speed up the process.

The following are the only required fields. In this example, the Gmail/G Suite hack is being used.
The Client - or in this case, you - will receive the activation email. If you are already logged into the platform, it is recommended to open the link via "Incognito" or "Private" mode. You can do this by right-clicking the link and selecting Open link in incognito window in Chrome, or Open link in private window in Firefox, or a similar in a different browser. Two users on the same browser cannot be logged into the platform at the same time.

All you need to do now to activate the account is to set a password.
Now you can experiment by creating Client pages, sharing Files, creating Invoices, etc., to test what your Clients will see.