Secure messages and client portal
Exchange staff/client messages and ensure clients see only their owned, authorised journey data.
10 guides
Service Journeys
Open guide →GuideSend a staff message to the client
Enter a required secure message; staff-origin messages can notify the client.
Open guide →GuideSend a client message
The signed-in client sends a message from the owned journey page.
Open guide →GuideUnderstand required message content
Blank messages are rejected.
Open guide →GuideUnderstand staff-message recipients
A staff message sends to the linked active contact or fallback contact email.
Open guide →GuideUnderstand client-message recipients
A client message notifies assigned staff, or active administrators when unassigned.
Open guide →GuideUnderstand client journey ownership
The client controller returns only applications belonging to the signed-in customer.
Open guide →GuideReview client journeys
Clients see their owned journey list.
Open guide →GuideOpen a client journey
Clients see authorised status, workflow, visible activities/tasks/messages/documents.
Open guide →GuideProtect internal information
Internal notes and non-visible activities/tasks/documents are not returned to clients.
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