Client portal automations

The portal itself runs no scheduled job. What happens by itself starts from a person: the firm grants or renews an access, or a client signs up or forgets a password. Each of these sends one e-mail, at once, in the language of the client's contact, from the company's address. The e-mails a client receives about a document, an invoice or a contract to sign, belong to the app of that document.

Actions

Grant portal access

• When: someone chooses Grant portal access in the Actions menu of one or several contacts.
• What it does: prepares the access window with the chosen contacts and, for a company, each person filed under it, then opens it. Nothing is granted until Grant Access is clicked on a row: Give a client portal access.
• How to stop it: it acts only when chosen. Only users with the Contact access right at Creation can use the window.

E-mails to the client

Settings: New Portal User Invite

• When: Grant Access or Re-Invite is clicked in the access window.
• What it does: sends the subject Your account at with the company's name, the client's login, an Activate Account button and, at the end, the message typed in the window. The link is valid for six days and works until the first sign-in.
• How to stop it: it goes with every grant and every re-invitation; there is no switch. Wait to grant the access until the client expects it.

Settings: New Portal Sign Up

• When: right after a client creates their account, from the link of an invitation or, when the website allows Free sign up, from the sign-in page.
• What it does: sends Welcome to with the company's name, to confirm that the account exists.
• How to stop it: there is no switch; it follows each account creation.

Password reset

• When: a client clicks Reset Password on the sign-in page and types their login.
• What it does: sends Password reset, with a link to choose a new password. The link is valid for four hours.
• How to stop it: turn off Password Reset in the general settings: General settings: users and security. Clients then ask the firm to send a new invitation instead.

Scheduled job

Users: Notify About Unregistered Users

• When: once a day.
• What it does: reminds the person who created internal users that some have never signed in, five days after their creation. It never looks at portal accounts: a client who has not activated their account gets no reminder, and Re-Invite is the way to remind them.
• How to stop it: an administrator deactivates it in the scheduled actions of the technical menu; the portal does not depend on it.