1.8 Onsite: Client Portal Access

Updated Sep 29, 2020

Articles where "onsite" appears in the heading, and that describe onsite license functionality require an onsite license to be usable.

Create, edit view and delete access for your clients. See a list of sub-sites attached to a multi-site.

  1. Click on the portal access tab.
  2. The client's first and last name.
  3. The client's email address.
  4. The client's phone number, if any.
  5. Last log in.
  6. View a list of sub-sites to which the client has access.
  7. View the client's access level.
  8. Edit the client portal access.

To create a Client Portal access, click the Create a Client Access button, and fill out the fields.

  • First Name: The first name of the client.
  • Last Name: The last name of the client.
  • Picture: Add an optional photo of the client.
  • Phone: The client phone number. Check the box to enable SMS messages to a cell phone number.
  • Email: The email address of the client.
  • Choose a Password: Enter the desired customer password.
  • Confirm Password: Repeat the password.
  • Force to Change the Password: Require a password change.
  • Permissions: Select a role for the client.
  • Status: Grant or revoke client access.

Once the information has been entered, click Save.

Previous Article 1.7 Onsite: Schedules
Next Article 1.9 Onsite: Tour and Checkpoint Logs

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