The Client Portal case page gives a quick glance at the registration status of the client’s assigned to that case, and is where registration for the client can be initiated. Registration can also be done automatically through Automated Procedures or in mass through Case Browse, for more on this feature please click here to visit the Case Browse help page.
Structure of This Page
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Plaintiff Name: The name of the client.
Token Active: A check to indicate if the token is active.
Token Expired: A check to indicate if the token has expired.
Registration Attempts: The number of attempts made by the client to register for the portal.
Registration Email: The client's email address, taken from their contact card. The registration invitation will be sent to this address.
Token Issued Date: The date this client's registration token was issued.
Token Used Date: The date this client's registration token was used to register for the client portal.
Bad Login Attempts: The number of unsuccessful attempts the client has made to log into the Client Portal. After a set number of unsuccessful attempts, the client will be locked out of the Portal.
User Activated: A check to indicate if the client has activated their token to access the Client Portal.
User Enabled: A check to indicate if the client's login to the Client Portal is currently enabled.
User Locked: A checkbox to indicate if the client is locked out of the Client Portal.
Last IP Address: The IP address from which the client last logged into the Client Portal.
Last Login Date: The date on which the client last logged into the Client Portal.
User Name: The client's user name for access to the Client Portal (usually the client's email address).
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