The Function Point Client Portal is a useful add-on that can help you communication with your clients. Once set up as portal users, your clients will be able to view certain components of the work you are doing for them. You will also be able to collaborate with your clients by exchanging files, notes and links to other resources. If you don't have your Client Portal set up, check out this video to learn how: Setting Up & Using the FP Portal [Video]. Once you've done that, you'll need to give your clients access to the portal.
Keep reading to learn how to set up your clients as Portal Users.
Find the Client in Your System
Start by finding the Contact page of the client to whom you want to grant Portal access. Contacts can be found from the Contacts tab on a Company page, or from the Contacts tab on the main navigation bar. The Contacts you've viewed most recently will appear when you hover over View Contact.
Setup Portal Access
From the resulting the Contact page, choose the Client Portal tab.
On this page, you will need to set your Client's login credentials:
- Check the box to Enable Login.
- Type in a User Name and Password for this client.
Note: if you plan on having many Portal users, your agency may wish to set a naming convention for login credentials such as user names always being first name last name, and passwords always being first initial with last name.
- Click Submit.
From this view, you also have the option to reset a Client's password for them by clicking the "Force Reset Password" box. Once you do so, the Notify Client button will become available. This will generate an email you can send to your client with a link to the Portal login screen. The email will also contain User Name information and a field to add a password manually. It also will remind your client that they must change their password upon logging in.
Once you click Submit, the bottom portion of the page will populate with Portal permission options. Open any of the 6 permission groups by clicking the triangle beside their name to see more details. For each Portal user, you can choose to set individual permissions, or assign them a Permission Set.
Your FP system will come with two pre-built sets to choose from, or you can create your own.
To learn how to create your own Portal Permission Sets, check out this article: Creating Permission Sets for Client Portal Users
In addition to permissions, you can also adjust what alerts your client will get. Navigate to the Subscriptions tab and choose which in-Portal alerts or emails you would like your client to receive. As with permissions, you can choose these alerts individually for each Portal user, or assign them to an Alert set.
Click Submit when you're done.