Connect - Clients: Client Portal Users

Connect - Clients: Client Portal Users

Info
This article is part of the Connect section.

Find all related articles here:
 

Once a client has created their Client Portal account, their details — including account status and Terms and Conditions acceptance — can be viewed in the Connect portal.

  1. To access this, go to Clients > Client Portal Users:

  1. Click View User Details next to a client to open a screen where you can:

    1. Update the client’s name
    2. Change their email address
    3. Check if their account is disabled
    4. Disable their account
    5. Require a password change for them
    6. View linked client accounts
    7. Use the Save button to confirm changes or Cancel to discard them:



    • Related Articles

    • Connect - Admin: Client Portal - How It Looks

      This article is part of the Connect section. Find all related articles here: Connect The New Client Portal can be customised in Connect. You can configure the following aspects to match your organisation’s branding and settings: Company Branding To ...

    • Connect - Admin: Settings - Client Portal Options and Features

      This article is part of the Connect section. Find all related articles here: Connect Available Settings You can control which features clients have access to in the Client Portal by configuring the Client Portal Settings page: To manage these ...

    • Clients - Deleting Personal Information (GDPR)

      This article is part of the General section. All clients have the right to request the deletion of their personal data in accordance with the GDPR "Right to be Forgotten". You can delete data for clients that have exited and have no outstanding ...

    • Users - Creating a New User Account

      This article is part of the Users section. Find all related articles here: Users Adding a New User Account Follow the below steps to create a new user account: Select System from the toolbar. From the dropdown select System Parameter, then User ...

    • Connect - Assistimo (AI Chatbot)

      This article is part of the Property Portal (Connect) section. Find all related articles here: Property Portal (Connect) This feature is currently in Beta testing. Assistimo is available as part of the Proptimo Advance package. See our website for ...