New Portals Features: Case Search and Profile Page | Changelog

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  • eCourtDate Help Team
  • Created: 2024-05-08 14:15:20
  • Status: production

In Admin > Portals, users can enable the following new features:

 

Case Search

Allow portal users to look up case details and associated events.

Restrict case search access to authenticated clients or allow public lookups.

Set predefined filters to limit to specific case types and statuses.

 

Profile Self Update

Allow authenticated portal clients to self-manage their profile or restrict to read-only access.

Allow clients to separately manage or view only their contacts, addresses, and ID documents.

 

 

 

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