Your internal clients have submitted a legal request and now want access to the Internal Client Portal to monitor the progress of their matter. They can gain access by:
1. By invitation
Your Location Admin can invite the user:
- Click on 'Admin' in the top navigation menu
- Click on 'Security' in the left hand menu bar
- Click on the 'Users' tab
- Click the 'Invite Internal Client' button on the right hand side of the screen
- Complete the details on the pop-up
- Ensure the 'Send Invite Now' checkbox is ticked
- Click 'Save'
Your internal client will be sent an email to set up a password and complete the registration process.
2. Signing up for an account after submitting a request
After submitting a request:
- Your internal clients will see a confirmation the request has been submitted, and an option to 'sign up' to the Internal Client Portal
- Your clients will need to complete and submit a form with their name and email address
- A request for approval will be sent to your Location Administrator
Once your internal client has sent a request to be registered on the Internal Client Portal, your Location Administrator will need to:
- Click on 'Admin' in the top navigation menu
- Click on 'Security' in the left hand menu
- Click on the 'Users' tab
- Select 'Internal Clients' from the 'User Type' drop down in the top right hand corner of the screen
- Use 'Filter' and select 'All Users' or use the search box to locate the user
- Find the user and click the 'Invite' link
Once complete, this user will now have access to the Internal Client Portal to track matters to which they have access to. You can 'add' them to matters by following the instructions here.
Deactivating users
You can deactivate users at any time by clicking the 'Deactivate' link next to their name.
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.