What is the Client Portal?

The Client Portal provides a user-friendly interface that will enable your internal teams to proactively support customers via:

• Increased Visibility into the Status of Payout Requests - View a full list of payouts and their current status
  • Search, sort, and filter data to quickly find relevant records
  • Export data to CSV
• Quick Actions to Address Common Support Needs - Take action on "pending" payouts to help provide a seamless experience for recipients
  • Cancel payouts if recipients prefer to receive a check
  • Easily resend an introduction email with a recipients payout link
• High Level Metrics
  • Quick glance view of total "Completed", "Pending", and "Failed" payouts
  • Condensed view of actionable and time-sensitive records
    • See payouts that are expiring within the next 7 days
    • See payouts that have expired within the previous 7 days
• Easily Growing Your Support Team - Add new team members to the client portal as your needs scale
  • Admin and team member accounts available to ensure data stays secure