Step One - Create a Client Login
STEP 1- Go to Tools → Client Logins → Manage Client Logins
STEP 2- Click on Add to add a new login for a specific client:
Select a client from the drop-down list to modify their access. Enter a Login Email and Password so that they can access AdviserLogic.
You can then simply provide this login email and password to the client to allow them access to their record in AdviserLogic.
Step Two - Access Levels
Select from a range of options in the Allowed Sections to control which parts of AdviserLogic information you want them to see.