• Client Portal Overview

  Your Client Portal looks and feels very much like the Recruiter Console. The primary difference is that your clients are only able to see data for the Locations they are assigned to. There are also many features and functions that clients cannot see or do. We'll try to cover everything here so you know how it all works. You do NOT need to invite all your clients to the Client Portal. You can choose which clients to invite, and which locations to assign them to. CheckSome readers

• Configure Client Portal Settings

  There are a few settings you can leverage to configure your Client Portal Show or Hide the 'Orders' section, and the Submit Order Button Allow Contacts to Edit Timesheets (Yes or No) Enable or Disable the New Order Notification In the video below, we'll show you how to configure all of these options Training Video on Configuring Client Portal Settings frame Configure Client Portal Settings (https://www.loom.com/embed/390b2c0da457405c9eb68a440da1e6d5?sid=25d96942-19b2-4157-a09Few readers

• Inviting Clients To & Removing Client Access From Your Client Portal

  Its very easy to manage access to your Client Portal. You can: Invite Clients to your Client Portal Choose which locations they have access to Update location permissions Revoke access to the portal The video below shows you how to do all of the items mentioned above Training Video on Managing Access to your Client PortalFew readers

• How Clients Submit Orders to You

  If you've chosen to enable the 'Orders' section in your Client Portal, AND you've enabled the ability to submit orders, then this article is for you. This is the general workflow: Client submits Order using simplified Order Form Order is set to a 'Needs Review' Status Your internal team is notified via email about the new order submitted Your team reviews the Order, makes additional adjustments Your team saves the Order as active when its ready Video Overview of the CliFew readers