Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the updraftplus domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/html/wp-includes/functions.php on line 6114 Warning: Cannot modify header information - headers already sent by (output started at /var/www/html/wp-includes/functions.php:6114) in /var/www/html/wp-includes/rest-api/class-wp-rest-server.php on line 1893 {"id":234,"date":"2021-09-30T10:33:24","date_gmt":"2021-09-30T15:33:24","guid":{"rendered":"https:\/\/support.evs7.com\/?post_type=ht_kb&p=234"},"modified":"2021-09-30T10:43:43","modified_gmt":"2021-09-30T15:43:43","slug":"client-portal-access","status":"publish","type":"ht_kb","link":"https:\/\/support.evs7.com\/knowledge-base\/client-portal-access\/","title":{"rendered":"Client Portal Access"},"content":{"rendered":"\n

Each client can get access to a portal where they can login, view a timeline and messages and reports, listen to call recordings, and update information such as contacts, resources, and the on-call schedule.<\/p>\n\n\n\n

However, it’s entirely up to you if you wish to give them access to this.<\/p>\n\n\n\n

Navigate to the Client Accounts section of your admin portal. If you hover over the client, you’ll see an icon that says “Login as User.”<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

If you click on that, you’ll be able to view what the client would see when they login.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

To give clients access, you’ll need to create an email for them with the login details. They’ll login to the same website you would, except with their own credentials. The email address for login will be the CLIENT EMAIL you used when you setup the account.<\/p>\n\n\n\n

Example:<\/p>\n\n\n\n

Hi James, here are your login credentials below for accessing our TAS portal to view or update your important information.

Login URL<\/strong>: https:\/\/7927.tas.evs7.com\/
User ID<\/strong>: james@pepsicola.com
Password<\/strong>: Cn6~Tc8|Mr0=Rv5<\/p><\/blockquote>\n\n\n\n

<\/p>\n\n\n\n

To change the password for the client, you can click the 3 dots as seen below.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Then click Change Password. You may auto-generate a strong password.<\/p>\n\n\n\n

What’s in Store for the Future<\/h3>\n\n\n\n

We have many updates in store for the client portal. Here are a few of them:<\/p>\n\n\n\n

  • Multiple logins with different emails<\/li>
  • More message centric view<\/li>
  • More reports<\/li>
  • More subscription options<\/li>
  • Better and more flexible on-call calendar options<\/li>
  • Ability to toggle client access to certain items on\/off<\/li>
  • Separate secure messages portal for specific client contacts (such as doctors)<\/li><\/ul>\n\n\n\n

    We’ll update this article again once some of these items are released.<\/p>\n\n\n\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    Each client can get access to a portal where they can login, view a timeline and messages and reports, listen to call recordings, and update information such as contacts, resources, and the on-call schedule. However, it’s entirely up to you if you wish to give them access to this. Navigate…<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[19],"ht-kb-tag":[],"class_list":["post-234","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-client-accounts"],"_links":{"self":[{"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/ht-kb\/234","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/comments?post=234"}],"version-history":[{"count":2,"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/ht-kb\/234\/revisions"}],"predecessor-version":[{"id":239,"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/ht-kb\/234\/revisions\/239"}],"wp:attachment":[{"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/media?parent=234"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/ht-kb-category?post=234"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.evs7.com\/wp-json\/wp\/v2\/ht-kb-tag?post=234"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}