Summary
Each client entity record in your Practice Management System, that is active and intended to be located in Aiwyn, is given a corresponding Aiwyn Client Portal.
The Client Portal is the central location where clients can access their unpaid Invoices and late fees, make payments, see and sign Engagement Letters (if applicable), and setup payment plans.
- Clients can access their Client Portal from a variety of ways including from a one click Invoice or Statement email, by visiting their Client Portal URL directly (typically from the Firm's website), or through a one click Engagement Letter.
- Clients are not required to create or sign into a user account in order to see and pay their unpaid invoices, or to make a non-invoice payment.
- Clients are required to create and sign into a user account in order to save their payment method, setup a payment plan, see payment history (if enabled), and see/sign Engagement Letters (if applicable).
- Clients are also required to create and sign into a user account in order to link to additional client entities.
Included in this article:
Managing Client Portal Users
Client portal users must create their user account themselves. They are also responsible for verifying their email, as well as resetting their password. The firm, or Aiwyn, cannot do this on their behalf.
Once a client portal user account has been created, it displays to any firm user (with payments visible) under "Portal Users" from the Payments section of the Firm Portal.
Click any row to link or de-link the user from any client.
Additional reading: Link Client Accounts to Client Portal Users (from Firm Support Center)
Editing Client Portal Users
Once a client portal user has been created, the email address or the name of the user cannot be changed.
Instead, if necessary, the client user must create a new Client Portal User Account.
Additional reading: Create Client Portal User Account (from Client Portal Help Center)
Deleting Client Portal Users
There is no ability to delete a user once created.
Instead, if necessary, a firm user can de-link the user from their linked client(s). This would make it to where the client is unable to see the unlinked accounts or make payments. If the user is completely removed from all client entities, upon sign in attempt with the same email, the user would be prompted to link to a client entity, requiring they enter a Client ID + any invoice number associated to the entity, in order to get into their portal again.
Additional reading: Link Client Accounts to Client Portal Users (from Firm Support Center)