Please note that the clients contact details are key this will allow you invite clients to access the portal since the contact person(s) are the ones who receive the invitation. The below steps will guide you on how to add clients contact person(s) in case the information is missing.
Please follow the below steps;
1. Log into the system
2. Click on “CASE MANAGEMENT” module
3. Click on “Maintenance” sub module
4. Click on “Client List” link
5. Go the specific client you wish to add contact details for, click on the “Action” button at the far right
6. Click on “Edit” option
7. This opens a form containing the clients’ details, scroll down to the Contact Person(s) field, click on the New Contact button (if the client has none or you wish to add more contact persons) enter the name, designation, mobile number and email. Note that the email address is important should you need to invite your client to access the portal
8. Click on “Update Client” button to save.
