If you wish to have a central location for your clients to log into the portal from your company’s website, there are a few different ways to obtain a link.
1. The link can be accessed from the Global or Plan level dashboard by selecting the menu icon (tricolon) above the grid:
2. 5500 customers can select any company/plan and go to a specific plan year to click on “Portal Link”. You can use this link for your website. See Option 3 below if you have divisions.
3. Both Portal customers and 5500 customers may also go to the “Portal Branding” screen (click on “Admin Menu”, “Portal Settings”, then “Portal Branding”) to obtain a general portal link. This is recommended if you use divisions to help ensure that you obtain the correct portal link for the desired division.
