Knowledge Base

Treefort Portal User Settings

• Creating Your Profile
• Managing Your Treefort Profile Settings
• Forgot Account Number or Password
• Logging Into The Treefort Portal / 2 Factor Authentication

Treefort Portal Administrative Settings

• Managing Organization Settings
• Managing Sub Organizations
• Adding a Staff Member (User) to the Treefort Portal
• Managing Staff Members (Users)

Using the Treefort Portal for ID Verifications

• General Navigation
• Managing Files
• Initiating a Client ID Verification
• Editing Client Information
• Removing Clients from a File
• Understanding The Client Table

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