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In the event a client has forgotten his or her password for the Client Portal, a new token must be issued to that client. The process is identical to creating an original Registration Token, except the email sent to the client is for a password reset, rather than an invitation.
User Management
A client's current status on the Client Portal can be viewed and edited in this tab.
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Click on the Edit button in the Action column to edit an existing Case Status, or the Add Case Status button to add a new Case Status.
- Case Status: The name of the Case Status for the Client Portal.
- SA Status(es): A dropdown with multi-select checkboxes that allow you to choose multiple SmartAdvocate statuses to correspond to a single Client Portal case status.
- Case Status Order: The order in which the case statuses will be listed in the Client Portal.
- Show Start Date: Whether the date the case went into the Client Portal case status will be shown.
- Show Finished Date: Whether the date the Client Portal case status ended will be shown.
- Show In Progress Message: Whether a message will be shown in the Client Portal indicating that the case is currently in the case status.
- Show Completed Message: Whether a message will be shown in the Client Portal indicating that the case has completed the case status.
- Update: Button to save any changes made to the case status.
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