Passportal Help

Managing Clients

The Clients section allows you to view and manage your Active Clients.

To view the current Active Clients in the organization:

  1. Click Clientson the main menu.
  2. The Clients screen is displayed. You can perform a number of actions on the Clients from here, including adding new ones.
  3. The Show Disabled toggle will switch the view from active to disabled users when enabled, and back again when disabled.
  4. The 3 dots menu in the Actions column gives access to actions that can be taken against the client:
    • Edit Client: Allows client information to be edited.
    • Access Assignment: Set Users and/or Security Group access to the client.
    • Add to Favorites: Add client to Bookmarked clients. Please see Quick Access and Notification Toolbar for more info.
    • Disable Client: Disables the client.

    Depending on your Permission Level set by your Organization Admin, some of these features will not be available for you to use.

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