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Your account

Client Portal Users · Your account

Switching between business profiles
Move between client portals and internal business accounts when you belong to more than one.
Using the profile menu
Navigate account settings, notifications, theme, and sign out from the client portal header.
Permissions and limited access
Understand why some estimates, pricing, or sections may be hidden in the client portal.
Using the client portal on mobile
Navigate the client portal on phones and tablets with the responsive layout.