If you are new to Ims Client Portal, you might be wondering how to login and access your account. In this article, we will show you step-by-step how to login to your account and start using the different features of Ims Client Portal.
How to login to the Ims Client Portal
To login to the Ims Client Portal, follow these steps:
1. Navigate to https://ims.crm.com/login.aspx.
2. Log in using your Ims Client Portal account credentials.
3. Click the "Log In" button to access your account settings.
4. Under "Account Details," click the "Access Keys" tab to view your login credentials.
5. Click the "Update Login Credentials" button to save your new credentials and return to the main login page.
How to set up an account
To set up an Ims Client Portal account, follow these steps:
1. Log in to the Ims Client Portal.
2. Click the My Account link in the top left corner of the screen.
3. Enter your login credentials and click Log In.
4. Click the My Profile link in the top right corner of the screen.
5. Click on the Linked Accounts tab and then click Add a New Account.
6. Enter your login credentials and click Next.
7. Select a user type from the drop-down menu and click Next.
How to access your account
If you have forgotten your username or password, please follow these instructions to reset your login information.
How to create a client profile
If you are a new Ims client, you need to create a client profile. This will allow you to access your account, manage your subscription settings, and more. The process is simple and can be completed in just a few minutes. First, click on the “My Ims” button located on the top right-hand corner of any Ims page. This will take you to the My Ims page. In the header section, click on the “Create Profile” button. You will be prompted to enter your name and email address. Once these are entered, click on the “Create Profile” button again. You will now be taken to the Client Profile page. On this page, you will need to select which type of account you want to create: Personal or Business. If you are creating a business account, you will also need to provide your company’s business name and contact information. Once these details have been entered, click on the “Save Profile” button. Your client profile is now complete!
How to add or update an existing client profile
Clients can login to the Ims Client Portal by creating an account or logging in with an existing account. To add an existing client profile to the portal, follow these steps:
1. Log in to the Ims Client Portal.
2. Click on the My Clients link in the left navigation bar.
3. Select the name of the client you wish to add from the list of clients.
4. On the Profile page, enter the necessary information for your client profile. This includes a user name and password. You can also specify additional contact information, such as email addresses and phone numbers.
5. Click Save to save your changes.
How to access billing and invoicing information
Forgot your Ims Client Portal login? Don't worry, we've got you covered! Here are the steps to follow if you need to reset your login credentials: 1. Click on the "Login" button located in the top right corner of any page within the client portal. 2. Enter your email address and password into the fields provided and click on the "Log In" button. 3. If you have forgotten your password, please contact customer service for assistance.
How to view and manage your client contracts
The Imms Client Portal is the centralised tool for managing your client contracts. You can view your current contracts, add new contracts, and manage your clients’ data. You can also see how much money you have earned from each contract, and cancel or renew contracts as necessary.
How to find out more about their services
The Imms Client Portal provides a one-stop shop for customers to access their account, view their bills and invoices, and manage their service requests. It is easy to use and can be accessed from any device.