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Definition: Portal Code

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The portal code is a Tamarac client portal prefix assigned to a client through the Household. The portal code is linked to whatever logo is assigned to the Household. For this reason, it's possible for different clients within your firm to have different portal codes.

You can find a client's specific portal code on the Client Portal panel under Enable Portal Access. The portal code appears before .portal.tamaracinc.com: 

Example

Tamarac URL: https://cherrystreetfinancial.portal.tamaracinc.com

The portal code is cherrystreetfinancial.

When logging in to the standard app for the first time, clients enter the portal code to identify their correct portal. After the first login, the app remembers the portal code entered and auto-fills that field for future logins.

To learn more about the mobile app, see Introduction to Tamarac Mobile App and Learn More About the Tamarac Mobile App.