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Update and track Client Portal login

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If the Client Portal is configured in myEvolv, you can grant clients access to the portal, update their email, reset a client password, select the option for the client to opt-out, and see if the client activated the portal. 

Verify the client activated the portal 

  1. Go to: People Search > Personal Information > Personal Information > Personal Information > Client Login.
  2. Search for and select a client.
  3. Verify the Client Activated Portal? check box is selected.

Select to opt the client out 

If the client chooses to decline the use of the portal, you can select the option in the system. 

  1. Go to: People Search > Personal Information > Personal Information > Personal Information > Client Login.
  2. Search for and select a client.
  3. Select the Opt-Out of Client Portal? check box.

Grant the client access to the portal 

  1. Go to: People Search > Personal Information > Personal Information > Personal Information > Client Login.
  2. Search for and select a client.
  3. Select the Allow Access to Client Portal? check box.

Send a temporary password 

You can send a temporary password to the client that allows them to access the portal for a limited time. 

  1. Go to: People Search > Personal Information > Personal Information > Personal Information > Client Login.
  2. Search for and select a client.
  3. Select the Allow Access to Client Portal? check box to enable the fields.
  4. Enter an email address or unique ID in the Email Address or Unique ID field.
  5. In the Temp Password Expiration Date field, select a date after which the password sent to the user will no longer be valid.
  6. Click Save.
    Result: The system sends an email to the client with a link to access the portal and a temporary password.