Secure messages and client portal
Exchange staff/client messages and ensure clients see only their owned, authorised journey data.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Send a staff message to the client
Enter a required secure message; staff-origin messages can notify the client.
Send a client message
The signed-in client sends a message from the owned journey page.
Understand required message content
Blank messages are rejected.
Understand staff-message recipients
A staff message sends to the linked active contact or fallback contact email.
Understand client-message recipients
A client message notifies assigned staff, or active administrators when unassigned.
Understand client journey ownership
The client controller returns only applications belonging to the signed-in customer.
Review client journeys
Clients see their owned journey list.
Open a client journey
Clients see authorised status, workflow, visible activities/tasks/messages/documents.
Protect internal information
Internal notes and non-visible activities/tasks/documents are not returned to clients.