Help Clients Use Their Portal¶

Open Accounts → account → Overview → View as Client to explore the account-focused portal. Use Return to Account when finished. The preview banner shows which organization you are viewing.

Walk through the client workflow¶

Clients have their own Getting Started landing page: Prepare → Assess → Review and act. Help them review their account, find an assessment in the client Library, collect or complete responses, review results, and follow through on actions. Account, Actions, and Dashboard availability depends on enabled features.

The client Library contains eligible published templates marked client-visible by an administrator. Assessments contains work created for the organization. Clients can choose Create This Assessment for My Account from an available Library type without waiting for an AE assignment.

Respect client privacy¶

A client can choose Privacy → Hide from account executives & admins for a self-created assessment. Ordinary staff cannot see that assessment, including during View as Client. Preview retains your staff permissions; it does not impersonate a client with broader access to private work. Ask the client to review visibility when they want your help.

Check report access¶

In Account → Reports, review enabled entries for the individual assessment and selected report template. Preview the intended report, verify account identity and assessment dates, and confirm saved analysis and next steps before sharing.

When a client cannot respond, check assessment status and dates. When a report is missing, check that the correct template is active, matches the assessment type, and is enabled for the relevant assessment/account. A published template alone does not make every report available.

Client Getting Started · Account information · Reports and PDF output · Client privacy