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If the client is an agency or another provider who manages several individuals for job assignment and completion, it is beneficial to create logins for the client portal. The primary contact should have external client or external client and worker access rights and additional people requiring a login should be an external worker.
User profiles determine what the user is allowed to see and do within the system when logged in. The People & Logins Tab provides access to every login for that client and can be used to make changes, disable logins, delete logins, remove users from the system, and to create new logins. The tab will appear as shown below:
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For internal clients, additional access rights are available and these may be selected by creating a login for the individual through My Company. |
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This tab does not apply if the client will not be logging into the client portal. |
Within this tab, you are able to click on a Column Name to change the ordering. You may also click on the Email Address to send the primary contact a message or click on the user's Last Name to see a pop-up window with additional information.
The following sections have been provided to help you manage people and logins within the system:
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On the People & Logins Tab, an option is provided to add a new user. To do so, click on Add New in the upper right corner and then enter the user's information.
Updating User Information
To view the login information for a specific user or to make changes to their information, click on Select to the right of their name. Then click on Edit Details in the upper right corner of the screen. Once all changes have been made, click on Save to finish.
Deleting Users from the System
A user can be removed at any time by clicking on Delete when viewing their information. You must confirm the deletion by clicking OK to finish.
Managing Login Information
In the Login Section of this tab, several options are provided to manage user logins. Additional information is provided to show if the login is enabled and the last time the user logged into the system.
- Edit Login/Profile - Click to make changes to the ID, password, or user profile. Click on Save once all changes have been made.
- Disable/Enable Login - Click to disable or enable the user's login. This is a good option when the user needs to be restricted from logging in over a period of time. When the login is enabled, you will see a green circle with a checkmark and disabled logins have a red circle with a dash.
- Delete Login - Click to remove the login for the user. The user will remain in the system, but will not have a login.
- Defining a Login - If the user has never had a log in set up in the system, you will see the message "This person has no login". Click on Define a login to set up a user ID and password for the person in the system.
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