Here's a quick and easy explanation of how to manage credentials and two quick ways to create desktop and mobile shortcuts to the Client Portal.
How do I manage my client's access?
Start by entering a client file, then click on the "Client Portal" tab.
If the tab is not present then you need to activate the Client portal from the settings:
Settings
General settings
Clients
" General" section: Enable customer interface access -> Yes
From the " Client Portal" tab, you have two options for transmitting the access credentials to your customer.
Either you manually edit the username and password that you then send to your client.
Or you use the button " Invite the client to define their credentials ", which will send an email directly to the email address of your customer, allowing them to change and manage their accesses by themselves.
How to create shortcuts (for your customers)?
On computer :
Go to: https://moncompte.organilog.com/client/
This address is to be communicated to the client so that they can access their portal, with their username and password.
Drag the address to your desktop like this:
Several methods are also explained in this article:
On smartphone/tablet:
On Android, open the link https://moncompte.organilog.com/client/ from Google Chrome
Access the settings menu from the 3 small dots at the top right
Click "Add to Home Screen "
A shortcut will then be created on the home page of your phone to access the site in 1 click.
On iOS , open the link https://myaccount.organilog.com/client/ from Safari
Open the sharing menu using the following button:
Scroll the bottom banner until you find " On the home screen "