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Client Portal – FAQ Section Guide

This section of the Client Portal is fully customisable and designed to assist and guide your clients on the most commonly asked or assistance-requiring topics. It serves as a centralised platform for all clients, rather than being tailored to individual users. The FAQ section can also store any links or documents your business wishes to make directly accessible to clients. This ensures that essential resources are easy to find and consistently available. You may include a variety of content types to suit your communication needs, such as:

  • Text – Written guidance, updates, or explanations.
  • Images – Visual aids like screenshots or diagrams.
  • PDF Files – Downloadable documents for reference or compliance.
  • Videos – Embedded tutorials or promotional content.
  • GIFs – Animated visuals to demonstrate processes.
  • Other Components – Any additional media or tools relevant to your clients.
note

To understand how this section appears from your customer’s perspective, please refer to the Visual Guide below.

How to access and use Secure Messages (Client view):​

  • Click on your Question Mark icon located in the top right corner of the Portal.
  • Select one of the relevant Topics from the list.
  • Optional: Press on any intractable documents or links if applicable.
note

Depending on your organisation’s preferences and operational setup, a specific formatting or links may appear in the client portal. This may include information about selected topic or other relevant guidance.

Visual Guide

How to access and use Secure Messages (Client view):​

Step 1: Click on your Question Mark icon located in the top right corner of the Portal's toolbar menu
Step 2: Press Add New Secure Message

Type secure Message which can include standard text up to 500 characters, including spaces and special characters.

Step 3: Type your message and press Submit

Once user press Submit they will have a notifaction pop up

tip

Once sent, the message will instantly notify the user via an email and will be stored in the Messages section.

Optional Step 4: Press Refresh Messages to check for new replies or updates

Refresh button allows users to refresh Messages and push any updates.