You can provide your clients with access to selected documents to view them online. This can only be provided if the Client Portal has been made active for the subscription.
The following details the process to set up access to the client portal for a client. Remember the client will need to have an entity associated with the account.
For a client to access and view documents your subscription must have active Client Portal configured. Refer to your Subscription/CompleteEmpire Administration Manager.
Search for the client using Super Search and open the clients account at the Edit view. You can also select the client when in the {CRM>Accounts view}.
- In the Activities area within the Edit view - Select [+Add New}.
- Select {Client Portal} from the drop list.
- Confirm the creation of the activity by clicking [OK], you can if you wish enter an alternative date.
- Within the Activities window for the client click on {Client Portal}.
- Select {Authorisations}.
- Tick {Create login for this user?}
- Click [OK]
Ordinarily the tick box for {Send a welcome (password reset) email to the new user?} will be pre-selected.
- Select the entity. Note all logins require an entity to have been created, in the case of joint accounts one of the entities must be selected to receive the authorisation.
- Select the authorisation group- this will be {Client Portal User}.
- Click [OK] to authorise and send welcome email.
Client Action
- The client will receive an email similar to above (with appropriate branding and contact details) and they are asked to reset their password.
The client, once they have received and actioned the password reset, will now have access via their personal secure login to the dedicated Client Portal of CompleteEmpire. Refer to Client Portal for details.
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