If this is your first time logging into ClientConnect you will need to activate your ClientConnect account. For more information on activating your account click here.
Login to ClientConnect
- Navigate to your Service Providers ClientConnect site (the URL will be in the Activation email in case you didn’t bookmark it).
- On the Welcome page enter your Email and Password.
- Click Log In.
Login to ClientConnect as a Surrogate
To login to ClientConnect as a surrogate, follow the steps below.
- Navigate to your Service Providers ClientConnect site (the URL will be in the Activation email in case you didn’t bookmark it).
- On the Welcome page enter your Email and Password.
- Click log in.
- You will then be given the option to either log in as yourself (e.g. Myself) or on behalf of someone else (e.g. as a surrogate). Select the person you would like to log in as and then select continue.
There is also the option to Logout if you do not wish to proceed.
What to expect when logging in as yourself – If you have logged in as yourself, you will see all your service/s and account details as usual.
What to expect when logging in on behalf of someone else – If you have logged into ClientConnect on behalf of someone else you will see all their details as if you were them. The only exception to this is if you try and view the dependents My ClientConnect tile. These features will not be accessible due to security reasons.
Related Topics
Below you will find some related topics which you may find useful:
Log In to ClientConnect with 2-Step Verification
Occasionally you may be prompted to enter a PIN (or verification code) when logging in to ClientConnect. This PIN provides an extra layer of security for your account.
If you are prompted to enter a PIN please check the email account associated with your ClientConnect account. You will receive the PIN in an email from us and will be 4 digits long. Once you have received your PIN please follow the on-screen instructions.
A PIN is a temporary code and can only be used once and will expire after a short period of time.
Log Out of ClientConnect
It’s important that you remember to log out of ClientConnect when you are finished. This ensures your personal information is kept secure.
- Navigate to the footer area.
- Click Logout.
