SafeSend Client Portal Updates

A Client Portal Management dashboard was recently released to allow firms to actively manage client accounts! The following article outlines this new feature: 

https://safesendreturns.zendesk.com/hc/en-us/articles/48281267668883-Client-Portal-Management 

FAQs

Q: Do emails still have a direct document link and a client portal link? 

A: No, emails will have either a direct document link or a client portal link, depending on whether the client has activated their client portal account. Clients with an active portal account will only receive links to the Client Portal. Clients without an active portal account will only receive a direct document link. 

Q: My client is seeing an "invalid email" error. How do we address this? 

A: This error occurs if the client has not signed up for the Client Portal. Ensure they exist in the Client Portal Management dashboard and they are registered. If so, ensure they are entering the correct email address as listed in Client Portal Management. Merged emails cannot be used to log in. 

Q: Is the Client Management dashboard synced to the Client Portal dashboard? 

A: There is no connection between these dashboards at this time. Clients do not need to exist in Client Management to access the Client Portal. 

Q: If users were already signed up, do they need to sign up again? 

A: No, users do not need to register again. If they were registered before the update, they will appear in the Client Portal Management dashboard, and their access will be toggled on. 

Q: How do we disable the Client Portal? 

A: There is no longer a global option to disable the portal, but you can delete all users from the Client Portal Management dashboard to remove access to the feature. 

Q: How do clients sign up for the portal? 

A: The firm can add the user to the Client Portal Management dashboard, then send the client an onboarding email from that dashboard. You can also add clients in bulk as outlined in the following article: http://safesendreturns.zendesk.com/hc/en-us/articles/48338680720147-Client-Portal-Bulk-Import-or-Edit-Clients