Preconditions for Using the Portal [3]

Before adding any portal requests to a task, the following must exist.

Individual setup

• At least one individual must be created.
• The individual must:

       i. Have an email address to receive an email from PracticeFlow.

      ii. Have portal access enabled (enabled by default).

• If the client is an individual, nothing else is required.
• If the task relates to an organisation, at least one individual must be linked to that organisation to allow portal access.
• If no linked individual exists, the Client Portal Requests section in the task is disabled (greyed out).

Individual relationship type

Individuals can be added as:

• Clients - Used where PracticeFlow should generate onboarding or other tasks.
• Contacts - Used where the individual only needs portal access.

Using a contact avoids the automatic generation of unnecessary additional tasks.