Multiple Client Contacts - similar to additional trainers

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Tom Hampton

• 28 November 2023 23:23

For some of our clients, they have multiple people who need access to the client portal we have setup. This is to monitor and track, report or manage user details. However, the client portal only allows one client contact to see the group of students properly with any other affiliated client within the organisation limited to only being able to search the contacts list manually. 

Without them needing to run a report, would it be possible to have the client contact selection area updated to allow multiple entries - similar to how the additional trainers or assessors area? That way if the group of students have 2 different client contacts looking after them, they can both see the qualification area without needing to search students manually one at a time (or run a report).

This is also important for when parent organisations are in place - to allow both the organisation client contact as well as the parent organisations client contact to share views without only nominating the one client contact.

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  Kim Nguyen

  • 14 December 2023 03:22

  Perhaps there could be an option of access level when setting up any additional users added to the client portal? That way you can still have some users with limited access and others full access for the same organisation.

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