Instructions for accessing your SharePoint client portal.

You’ll receive an email from our system announcing that your portal has been shared with you.

It will look like this:


Important: To accept the invitation to your portal, you must click the acceptance link provided in the email the first time you visit the site.

If you are not logged in yet, you will be brought to the Welcome to SharePoint Online page.


If you have an Office 365 login, choose to login with the Organizational Account. If you have another type of Microsoft Account, choose Microsoft Account.

How do I know if I already have a Microsoft account?

According to Microsoft: “It starts with an email address and a password that are used to sign in to services such as, Skype, OneDrive and Xbox Live, as well as devices such as Windows 10 PCs, tablets and phones, and Xbox entertainment systems. If you use an email address and password to sign in to these or other Microsoft services, you already have a Microsoft account.”

If you do not have a Microsoft Account, you will need to create one at the link referenced in the screenshot below.


On the Create Account page (as shown below) make sure you use the email address that the invitation was sent to set up the new Microsoft Account.


After you fill out all the questions and verify your email account, you should be able to access the portal.

Important: Record this username and password in a safe place as we do not have access to recover it.