Account & Portal

Setting Up Your Client Portal Account

Complete guide to setting up your BRANDED IAM client portal from the welcome email through your first login, security setup, and profile completion.

How to Add Team Members to Your Portal

Step-by-step guide to inviting additional users to your BRANDED IAM portal and choosing the right permission level for each.

Resetting Your Portal Password

How to reset your BRANDED IAM portal password if you've forgotten it or if you suspect your account has been compromised.

Managing Notification Preferences

How to customize which email notifications you receive from the BRANDED IAM portal so you stay informed without inbox overload.

Two-Factor Authentication for Your Portal

How to enable, manage, and recover two-factor authentication for your BRANDED IAM client portal account.

Updating Your Business Profile

How to keep your business name, address, phone, and contact information current in the BRANDED IAM portal.

Understanding Portal Roles and Permissions

A detailed breakdown of Admin, Member, and View Only roles — what each can and cannot do in the BRANDED IAM portal.

Deactivating a Team Member from the Portal

How to remove or deactivate a team member's portal access when they leave your organization or change roles.