Answered
Client Portal
If a client set's up an account to their portal instead of clicking "Let's get Started" We don't have any access to there portal or tracking details. Just like the other products, we should be able to have access . There is not way to disable a client's account either. We should have access to be able to disable a client portal.
Comments
Hello Ji,
Thank you for your feedback!
Client Tracking for portal actions can be seen from any delivered item using the Client Tracking option in the action menu. You can also see what users have created portal accounts and access the Client Portal View from any delivered item. The following article outlines these features:
https://safesendreturns.zendesk.com/hc/en-us/articles/34542030916371-Client-Portal-Overview
We do have several requests in to streamline this type of data retrieval and to add Client Portal account management options. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
Yes, we need access to the portals! And an easier way to see if they are set-up
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