PlanStreet provides a secure and dedicated Client Portal that allows clients to log in, view their information, and make updates based on their assigned permissions.
- How the Client Portal is Created
Client Portal access can be created in two different ways:
Method 1: Through a Public Form Submission
When a public form is submitted with a valid email address, the system automatically sends the client an email with a link to create a new password that is valid for 24 hours.
Once the password is created, the client will be redirected to the Client Portal login page.
Note: The portal access is automatically generated only if a valid email is entered during form submission.
Method 2: Through Manual Case Creation
You can also create client portal access manually when a case is added to the system.
Steps:
- Make sure the system setting on StreetAdmin “23 - Turn on Auto Client Creation” is enabled.
- Create an active case in the system using a valid email address.
- The client will then receive an email with a password creation link valid for 24 hours.
Important:
If you manually add an applicant (not published to an active case), the client will not receive portal access. To ensure access, you must publish the applicant as an active case.
2. Accessing the Client Portal
Clients can log in into the portal anytime using the link: https://app.planstreetinc.com/{Environment_Name}/ClientPortal
Steps to Log In:
- Open the link above.
- Enter the email address and password created during setup.
- Once logged in, clients can review, edit, or remove their information based on assigned permissions.
Tip:
If a client reports they didn’t receive the password creation email:
- Ask them to check their email inbox, including spam or junk folders, for the password creation link.
- If the link has expired, send the client the Client Portal link and instruct them to click on “Reset Password” to generate a new link.
3. Managing what clients can see on the Client Portal
Admins can control which tabs or data are visible to clients on their portal.
To Configure Client Portal Permissions:
- Go to StreetAdmin.
- Click on Roles.
- Navigate to Client > Search permissions for “ClientPortal”.
- Select or deselect permissions to determine what access you want the clients can view.
4. Sharing Forms with Clients
You can share forms directly to the client portal, so they can complete or review them.
Steps to Share a Form:
- Click on the Forms icon on the left navigation panel.
- Select myForms to view all the forms that are being created.
- Click on the desired form from the list.
- Then click the Share button (top right corner) > Share with client
Once shared, the form will appear under the Forms section on the client’s portal.
5. Sharing Documents with Clients
Document sharing is permission-based.
The user’s role must have the following permissions enabled:
- ClientPortal Edit Documents
- ClientPortal View Documents
Steps to Share Documents:
- Go to the Documents tab within the client’s case file.
- Select the document you wish to share.
- Click on the “Share with Client” icon (the second share button).
- The selected document will now be visible to the client in their portal.