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Enable Client Portal Access for a Client

Contents

Introduction

Enable Client Portal Access for a Single Client

Enable Client Portal Access for Multiple Clients at Once

Troubleshoot: The Enable Portal Access Option is Disabled

 

Introduction

Enabling portal access is the last step in setting up a client portal.

You can also use this option to later deactivate a portal—for example, if a client is behind on payment. By setting Enable Portal Access to No, you'll remove the client's access, and they won't be able to sign in. Disabling access will not remove any files, announcements, reports or any other information. You can re-enable access at any time and the portal will be exactly as it was before disabling.

If this option is grayed out, it's because a Household hasn't been assigned to the client on the Client Profile panel.

For steps to turn off client portal access, see Disable Client Portal Access for a Client.

Enable Client Portal Access for a Single Client

To activate a client portal:

  1. On the Accounts menu, click Clients/Client Portals.

  2. Click the name of the client you want to enable client portal access for.

  3. Click the Client Portal tab and for Enable Portal Access choose Yes.

    When you choose Yes to enable portal access, Send Activation Email is automatically selected.

  4. Click Save. When this change is saved, Tamarac Reporting sends the client an email with a link to the Set Password page. This link remains active for 72 hours. If your client doesn't click the link within 72 hours, you can resend activation email.

  5. When your client clicks the Set New Password link, the Set Password page opens, where your client creates a new password. There is no disclaimer for clients to activate the portal. However, you can enable dual factor authentication for further portal security.

Enable Client Portal Access for Multiple Clients at Once

You can save time when you want to activate multiple new clients' portals by using multi-edit to activate them all at once.

To activate multiple portals at once, follow these steps:

  1. Click Clients/Client Portals on the Accounts menu.

  2. Select the check boxes next to the clients you want to enable client portal access for.

  3. Under Actions, click Edit.

  4. On the Client Portal tab, for Enable Portal Access, choose Yes. This enables portal access, but the activation email is not sent to your client. This allows you to review the client portal before the client sees it.

    After reviewing the portal you can come back to the client record and select the Send Activation Email check box, or use multi-edit to send the activation email.

  5. Click Save. When this change is saved, Tamarac Reporting returns to the Clients/Client Portals page with the clients you originally selected to enable access for still selected.

  6. With those same clients selected, under Actions, click Reset Password/Send Activation.

  7. In the Reset Password/Send Activation window, click Continue. Tamarac Reporting sends the clients an email with a link to the Set Password page. This link remains active for 72 hours.

    If your client doesn't click the link within 72 hours, you can resend the password. You can track how much longer the link remains active using the Authentication Link Expiration countdown timer.

  8. Clicking the Set New Password link opens the Set Password page, where your client creates a new password.

Troubleshoot: The Enable Portal Access Option is Disabled

If the Enable Portal Access option is grayed out or disabled, it's because a Household hasn't been assigned to the client on the Client Profile panel. Clients must be assigned to a Household before you can activate their portals.

For more information about Households, see Add or Remove Members of a Household.