Client Portal Access – Configuration Help manual

Created by Dileep Kumar, Modified on Fri, 29 Aug at 11:57 AM by Mahesh Narala

1. Introduction

The Client Portal provides secure access to your end clients, with configurable permission levels based on their role and responsibilities.
By using configuration options, you can control how much access each client contact will have within the application.

This guide outlines:

Steps to configure client access
Different access levels available
Best practice recommendations

2. Steps to Configure Client Access

Step 1: Login

Open your browser and navigate to the Core Application.
Enter your username and password to log in.

Step 2: Navigate to Client Dashboard

From the main menu, go to Client Details Dashboard.

Step 3: Create Client User (Contact Level)

Click Add New User.
Enter the required details:
- Name
- Email ID
- Phone Number
- Contact Type
- Active Status

Click Save to create the client user.

3. User Management Options

Once a client user is created, the following actions are available:

Edit Button – Update user details if needed.
Delete Button – Permanently remove the client user.
Mail Button – View or resend login credentials.
Access Button – Assign the appropriate level of access (limited or full).

4. Types of Access Levels

You can configure Client Access at multiple levels:

Full Access – Complete access including approvals, reports, employee details, attendance, timesheets, and other features.
Selected Branch Access – View employees and details only for the assigned branch.
Selected Contract Access – View employees and details only for the assigned contract.
Selected Cost Center Access – Access limited to employees/details mapped to a specific cost center.
Selected Work Venue Access – Access only for employees/details in the assigned work venue.
Work Venue Store Manager Access – Access limited to employees under the assigned store manager at a venue.
Individual Level Access – Client user can only view employees for whom they are mapped as reporting manager.
No Access – The client user will not have access to any modules or employee details.

5. Best Practice Recommendations

✅ Always validate client details before saving.
✅ Assign access based on role and purpose to ensure confidentiality.
✅ Prefer limited access (branch/contract/venue/individual) unless full access is required.
✅ Review and update client access periodically to maintain system security.

6. Client Portal Configuration

From the main menu, go to Client Details Dashboard.
Navigate to: Client Settings → Client Portal Configuration.
Select the appropriate access option based on the client’s role and responsibilities.
Click Save.
Based on the access provided, the client user will see the respective modules and details in their Client Portal.