How to Resend the Portal Logon Details

This article covers how to resend the Portal Logon details from Migration Manager to your Client.

1. Open the Matter

First you will need to open the relevant Matter and go to the Progress tab.

2. Open the Portal window

Next you will need to click the Portal button to open the Portal interaction window in Migration Manager.

The Portal interaction window will now appear.

3. Click Account Details

Now click the Account Details button and then click Email Username and URL

4. Send Email

An email will now be generated containing logon details for the Portal for this client. Note that the email does not contain the original password, so the user may need to reset their password by following the instructions in the email.