How to Allow Clients to Login to a Portal

You must be a Super Admin user or have the following permissions: create portals update portals create clients update clients

Learn how to enable client login to a portal. Once logged in, clients can view personalized information, customize their profile, and access private resources.

Overview

Providing clients with secure access to your agency's portal is a vital feature of the eCourtDate platform. This capability allows clients to view personalized information, such as court case details or upcoming events, and manage their own profiles securely. By enabling client logins, agencies can enhance client service, improve communication, and streamline administrative processes. This feature is particularly beneficial for court personnel, law enforcement staff, probation officers, and IT administrators engaged in direct client interactions. When activated, clients can expect a customized experience that meets both their needs and your agency's security requirements.

Prerequisites

Before allowing clients to log in to the portal, ensure you have completed the following:

• Administrator access to the eCourtDate platform.
• To send text verifications, an Agency Phone needs to be configured and carrier registration completed.
• To send email verifications, an Agency Email needs to be configured.

How to Steps

Follow these step-by-step instructions to allow clients to log in to your portal:

Access Portal Settings

1. Log in to your eCourtDate staging or production agency.
2. Navigate to the Admin dropdown in the top navigation bar and click on Portals.
3. In the main column, locate the portal you wish to configure for client login.

Configure Client Authentication

1. Click on Edit next to your selected portal.
2. Locate the Client Authentication setting in the Tracking and Authentication section.
3. Ensure the setting is set to one-time-password.
4. Click Save to apply any changes.
5. Click the View Portal button to open the portal as a client.

Identify Your Test Client

Skip to step 4 if you already have a test client created.

1. Click Clients in the top navigation bar.
2. Fill in the Create Client form with your own phone number and/or email address.
3. Click the Create button.
4. Click the Edit button next to your client profile.
5. Ensure that the client has at least one valid contact listed and that you do not see Opted Out next to the contact.
6. Note the phone number or email address.

Login as a Test Client

1. Open the portal from the View Portal button.
2. You should expect to see a login form that asks for the Phone or Email.
3. Input the phone or email from your test client and click the Login button.
4. You should expect to get a message with the verification code.
5. Copy or type in the verification code and click the Verify button.
6. You should then be automatically logged into the Client Dashboard.

Tip: if your agency is in Simulate Mode for testing purposes, you can check the client edit screen from the Identify Your Test Client step. You should see a message created with a simulated delivery status. Click on the message and copy the verification code. You can then use it to test client login without sending live messages.

 

Next Steps

Once client login is enabled, the following portal features can be configured:

• Sidebar Navigation: create sidebar items that are private.
• Dashboard: customize information on the dashboard. Includes merge tag support.
• Profile: choose which profile fields are editable or read-only.
• Photos: allow clients to upload photos.
• Documents: allow clients to upload documents.
• Calendars: restrict access to calendars to authenticated clients.
• Forms: restrict access to forms to authenticated clients.