The client portal in CM New World is a secure online platform that allows clients to access their account information, view service details, submit requests, and track progress. It enhances communication and provides clients with convenient self-service options.
To set up a user for the Client Portal, follow these steps:
Log in to the Access Landing Page, click User Manager.
Click Add a new user, then add the new user details.
Scroll down the Unassigned Applications section and find the client Portal application; click Assign.
Find the client, click Assign then click Next.
On the summary page, click Complete.
Once back on the user profile, click 'Save User' to complete the process.
The user should now receive an email to activate their account and set their new password. Once this is completed, they should now be able to log into the Client Portal.