User Guides
A comprehensive step-by-step guide on how to use the client portal.
Video Guides
Explore our video guides for tutorials on how to complete different tasks in the portal. To browse the full list of videos, click the playlist icon in the top right corner of the video below, or select from the list below the video.
Guides:
- Client portal demo
- How to log in
- Member search and download
- Adding/deleting members:
How to add employees with or without dependents
Bulk Enrollment
How to delete 1 by 1
Bulk Deletion
How to add dependents - Update of other information:
Vessel transfer 1 by 1
Bulk Vessel Transfer
Manning transfer 1 by 1
Bulk Manning Transfer