New & improved
Public portal | Portal account | When creating a new account or requesting a password reset, the message presented to the customer has been updated to provide them with more information about the email they will receive. This includes: The email account it will come from The subject of the email A reminder to check junk/spam folders The email address that it has been sent to |
Back office | People | When viewing a Person record the Portal page has been updated to display details of their Public portal account if they have one. A button allows the public portal account record to be opened in a new browser tab. |
| Cases | When viewing a Case record the Portal page has been updated to display details of the primary applicant’s Public portal accountif they have one. A button allows the public portal account record to be opened in a new browser tab. |
| Public portal accounts | A History page has been added to the Public portal account form. The following events are created as journal entries for each customer: Account created on public portal Account updated via back office Account suspended Account reactivated Invalid login attempt Locked out due to too many invalid logins Admin reset of lockout Confirmation email created & sent Email address confirmed on public portal Email address confirmed via back office Password reset email created & sent Changed password via public portal Account linked to a Person Account unlinked from a person |
| Permissions | New permission options have been added to the Public portal accounts group: Allow linking/unlinking to person Allow manual confirmation View and edit |
| Users | A History page has been added to the User form. The following events are created as journal entries for each user: User created User updated (including any Role & Team changes) User suspended User reactivated |
| Homeless | Updated the workflow to allow the standard Which best describes your situation field to be hidden on the public My homeless application form. |