Manage Your Professionals Team And Professional Portal Access
Add a professional, choose which records they can see, accept portal invitations, change permissions, review access history, or revoke access.
Find the problem you are seeing, then follow the focused checks in that guide.
Add a professional, choose which records they can see, accept portal invitations, change permissions, review access history, or revoke access.
Invite a client, accept a client's invitation, and understand how each client controls Professional Portal access.
Generate verified reports, print calendar agendas, download approved files, and understand report limits and expiration.
Fix a stuck startup screen, connection error, or delayed BestInterest update without risking duplicate records or the wrong account.
Recover access when a password reset email is missing, an SMS code fails, or Apple or Google sign-in does not complete.
A different Apple, Google, phone, or email sign-in method can open a separate BestInterest account. Learn how to return to the original account safely.
If BestInterest opens an empty account or your messages are missing, confirm that you used the same Apple, Google, phone, or email sign-in method as before.
Fix common BestInterest login problems by checking your original sign-in method, app version, email address, and device state.
Update your messaging number in Personal Profile, or change a phone number used for sign-in under Password & Security.
Troubleshoot a BestInterest coparent invite code that cannot be generated, is rejected, or does not connect two accounts.
Learn why BestInterest shows Number Already In Use and how to continue safely in Solo or Collaborative Mode.
Set up a private forwarding address, verify manual forwarding, and troubleshoot email imports without contacting your coparent.
Troubleshoot BestInterest messages that are delayed, failed, undelivered, or sent through the wrong account or phone number.
Understand the Sending, Sent, Delivered, Read, Failed, and Undelivered statuses shown under messages you send in BestInterest.
If BestInterest cannot attach or send a photo, check the app's photo permission and your device settings.
If you're missing notifications from the BestInterest app, follow these troubleshooting tips to ensure you stay updated on important information.
BestInterest calls and Boundary Line numbers do not connect to 911 or other emergency services.
Troubleshoot BestInterest calls by checking camera and microphone permissions, calling boundaries, plan limits, and connectivity.
Fix receipt camera, gallery, upload, and readability problems when adding proof to an expense.
Request a one-time or weekly parenting-time change, respond to your coparent, track its status, withdraw a request, or remove an approved change.
Fix BestInterest uploads that fail because of permissions, an unsupported file, a network interruption, or a file that cannot be read.
Troubleshoot a BestInterest PDF report or CSV export that shows Generating, Failed, Download failed, or contains no records.
Find the right place to request a refund, restore a BestInterest purchase, update payment details, or resolve an app-store or web billing problem.
Restore a BestInterest purchase or refresh an Apple, Google Play, or web upgrade that is not appearing in the app.