How do I complete the pending tasks related to a new username activation?

Q: How do I complete the pending tasks related to a new username activation?

CHECK STATUS | COMPLETE PENDING TASKS Use the button above to login to Client Portal with your new username/password. Here you can confirm the status and complete any pending tasks. When all steps have been completed, new users are normally approved within 24 to 48 working hours. If you are not sure who needs to complete a pending task or what task needs to be completed then have the primary user login to Client Portal to determine who needs to complete the pending tasks for the new user. Log into Client Portal Click the User menu (head and shoulders icon in the top right corner) followed by Settings Under Account Settings find the Users & Access Rights section Click Users & Access Rights Under Users find the username and click on Pending The User Information box will open and display the pending tasks to be completed and who needs to complete the task

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Accepted Answer

CHECK STATUS | COMPLETE PENDING TASKS

Use the button above to login to Client Portal with your new username/password. Here you can confirm the status and complete any pending tasks.

When all steps have been completed, new users are normally approved within 24 to 48 working hours.

If you are not sure who needs to complete a pending task or what task needs to be completed then have the primary user login to Client Portal to determine who needs to complete the pending tasks for the new user.

Log into Client Portal
Click the User menu (head and shoulders icon in the top right corner) followed by Settings
Under Account Settings find the Users & Access Rights section
Click Users & Access Rights
Under Users find the username and click on Pending
The User Information box will open and display the pending tasks to be completed and who needs to complete the task