{"id":30909,"date":"2020-12-17T10:32:46","date_gmt":"2020-12-17T10:32:46","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&p=30909"},"modified":"2024-06-24T08:44:10","modified_gmt":"2024-06-24T07:44:10","slug":"granting-client-access-to-the-web-portal","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/granting-client-access-to-the-web-portal\/","title":{"rendered":"Granting Client Access to the Web Portal"},"content":{"rendered":"
\n\n

Who is this guide for?<\/strong><\/p>\n

<\/i> Any Users<\/strong> and Case Workers<\/strong><\/p> \n<\/div>\n\n\n\n

This guide will take you through allowing your clients to access the Web Portal so that they can track their cases<\/h2>\n\n\n\n

Web enabling your clients and matters<\/p>\n\n\n\n

A client must be web enabled in order to grant them access to the Web Portal. Once enabled, you can then decide which matters belonging to a client are visible via the web portal.<\/p>\n\n\n\n

To web enable a client, firstly ensure you have the primary client email address added to their file, you will not be able to Web Publish a client without one.<\/p>\n\n\n\n

Browser<\/p>\n\n\n\n

To web enable a client, ensure you have the relevant client selected and then navigate to Clients & Matters > Clients > Web Publishing > Enable Access<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Once you have selected enable access, select a suitable Client Security Level and click ‘Save’. The client will then receive an automated email with their login credentials.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

If a client forgets their password, it can be re-set by selecting the check box \u2018Reset Password\u2019 by navigating to Clients & Matters; Clients, Enable access. Check the box \u2018Reset Password\u2019 and then \u2018Save\u2019.<\/p>\n\n\n\n

To publish a matter, navigate to Clients & Matters and then edit the matter selected.<\/p>\n\n\n\n

From here, you can tick the box next to ‘Publish’<\/p>\n\n\n

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\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Case Management app<\/p>\n\n\n\n

To web enable a client in the app, firstly ensure you have the primary client email address added to their file, you will not be able to Web Publish a client without one.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

If there are additional parties linked to a file, you may tick their names to also generate credentials for them<\/p>\n\n\n\n

Select a suitable Client Security Level<\/p>\n\n\n\n

Click \u2018Save\u2019 and the client will receive an automated email with their log in details.<\/p>\n\n\n\n

If a client forgets their password, it can be re-set by selecting the slider button for \u2018Reset Password\u2019 by navigating to Clients & Matters; Clients, Enable access. Enable the button \u2018Reset Password\u2019 and then \u2018Save\u2019.<\/p>\n\n\n

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\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Linking associates to published matters<\/p>\n\n\n\n

In order for Associates to be able to view specific client cases via the Web Portal, they must firstly be linked to applicable published matters. <\/p>\n\n\n\n

Navigate to Clients & Matters > Clients > Web Publishing > Link Associates<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

This area will show all of the current clients published matters along with a list of available Associates.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Firstly, select an Associate from the \u2018Associates\u2019 list. Click the Link\/Unlink check box to select which matters you wish to Publish to the selected Associate and then link a suitable User Access Template.<\/p>\n\n\n\n

Select the \u2018Update\u2019 option to confirm the link.<\/p>\n\n\n\n

To unlink an Associate from published matters, select the appropriate Associate from the list. Any linked matters will show a tick in the Linked? Column, to remove this link, check the Link\/Unlink box and then select \u2018Update\u2019.<\/p>\n\n\n\n

Web enabling documents from matter history<\/p>\n\n\n\n

Any type of document saved within a client\u2019s matter history can be Web Enabled and then made visible to a client and any linked Associates via the Web Portal.<\/p>\n\n\n\n

When in the matter history, right click the relevant file and select ‘Edit Details’<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

You will then need to tick the box next to ‘Web Enabled’ and then click ‘Save’.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Once web enables has been ticked, further information will appear as below:<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

This area will show the Client reference and also any linked associates. Ticking the \u2018Apply to all users\u2019 check box will automatically Web Enable the document for all users in the list. <\/p>\n\n\n\n

Alternately, you can click \u2018None\u2019 next to a record and select Read\/Write to Web Enable for that specific user.<\/p>\n\n\n\n

Select \u2018Save\u2019 to save your changes.<\/p>\n\n\n\n

To remove the permissions, right click the document and then change Read\/Write to \u2018None\u2019 and save.<\/p>\n\n\n\n

Web enabling key dates<\/p>\n\n\n\n

Key dates can be web enabled in the exact same manner as documents. <\/p>\n\n\n\n

Navigate to Case Management > Key Dates > Add Key Date<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Enter in the relevant details, then check the box next to \u2018Published\u2019. This reveals the client details and any linked Associates. Click \u2018Publish to all\u2019 and then \u2018Save\u2019 to link all users or change from \u2018None\u2019 to Read\/Write against an appropriate user.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Click \u2018Save\u2019 to retain the changes.<\/p>\n\n\n\n

To remove Published access, right click the key date in question and then amend each linked user individually. Then set to \u2018None\u2019 and select \u2018Save\u2019.<\/p>\n\n\n\n

It is also possible to edit existing key dates to publish and set permissions.<\/p>\n\n\n\n

Web enabling emails and creating messages for web enabled clients and associates<\/p>\n\n\n\n

When sending an email to a recipient via Osprey, it is possible to also create a message for a Client or Associate. <\/p>\n\n\n\n

Selecting this via the Portal enables the client and associate access to read the same sent email but via the Web Portal within the \u2018Messages\u2019 section. <\/p>\n\n\n\n

Once any published users log into the portal, new messages will appear against relevant matters. Messages (Emails) can be viewed then marked as read. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Messages contain just the text only of the email and not the attachments. If the full email including attachment\/s needs to be accessed via the Web Portal by either Associate or Client, it can be published from the matter history.<\/p>\n\n\n\n

There is also an option to submit a new message to the Solicitor dealing with the matter. <\/p>\n\n\n\n

Publishing emails<\/p>\n\n\n\n

Any sent emails are automatically saved into the matter History. These can be published via the Web Portal in the exact same manner as published documents. Published emails are accessed within the same area as Published documents when logging into the Web Portal. <\/p>\n\n\n\n

To create a message that is accessible to both the Client and Associate via the web portal, select \u2018Send Email\u2019. This option is available within the search area at the top of most Osprey menus and also from within matter history.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

If you wish to copy in an associate or a client, check the boxes to the right of the message. Then send as normal.<\/p>\n\n\n\n

\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

A client must be web enabled in order to grant them access to the Web Portal. Once enabled, you can then decide which matters belonging to a client are visible via the web portal.<\/p>\n","protected":false},"author":5735,"featured_media":0,"template":"","categories":[14,211,210,235,236],"tags":[],"class_list":["post-30909","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-web-access-portal","category-using-case-management-app","category-using-case-management-browser","category-supervisor-case-management-setup-app","category-supervisor-case-management-setup-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"\nGranting Client Access to the Web Portal | Osprey Academy - Customer Support and Training Centre<\/title>\n<meta name=\"description\" content=\"A step-by-step guide to give Osprey access to your clients to view their matters in the Web Portal\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/granting-client-access-to-the-web-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Granting Client Access to the Web Portal | Osprey Academy - 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