TABLE OF CONTENTS
- How do I edit information on an existing client account?
- How can I change a client account password?
- How do I change client access settings?
- How do I change client access permissions?
- How do I edit which reports a client can view in Client Access?
- How do I set a document download file name format for Client Access documents?
How do I edit information on an existing client account?
To edit an existing client access account:
On the System screen, click Client Access, and click on the username of the account you'd like to edit.
You'll be taken to the Client Access Admin - Edit page, where you'll see these tabs:
User information
Password
Access settings
Access permissions
Reports
How can I change a client account password?
If you need to change a client account password, go to the Password tab. Either:
Create a new password yourself
Or
Click the green Generate button, which will generate a new password for you
Click the green Update button to save your changes
How do I change client access settings?
Use the Access Settings tab to grant or restrict a client's view of information in the following areas.
Case tabs
Contacts
General
All Cases
System Reports
Options
Your client will be able to see any field with a blue tick next to it.
Clients won't see any information that isn't ticked.
How do I change client access permissions?
Use the Access Permissions tab to control access for any of these user categories:
Client
Applicant
Use the tick boxes to control:
Which case categories the user can see
Whether the user can see only live cases
The user will be able to see any field with a blue tick next to it.
They won't see any information that isn't ticked.
How do I edit which reports a client can view in Client Access?
Use the Reports tab to control which reports a client can view in client access. See our article on setting up Client Access reports for more information.
How do I set a document download file name format for Client Access documents?
To set a document download filename format for Client Access documents:
Go to System > System Preferences > Documents.
Edit the Client access document download filename field
Use any of the merge code options below:
