The most efficient and secure way to interact with your clients in Senta is through the Client Portal. This is a dedicated area of your Senta workspace that your clients can access to view and upload documents and complete Tasks set by you, such as signing documents.
Every client can set up their own private log-in to the client portal, which ensures that only they are able to view any documents you upload for them.
To activate a contact, you must first add at least one client, and ensure you have added an email address for them. For more information about adding contacts please see here.
- Navigate to their contact card:
- Go to Client page > Contacts tab
- Click Activate example.email@example.com
- You will then be prompted to activate that contact for the client.
Your client contact will receive a standard email asking them to create an account so they can sign into the portal.
When you activate a client for their second (or subsequent) company, they are not sent an activation email, as long as you enter the same email address. Instead, this new company is associated with their existing login. You will see a message saying "This existing user can now switch to this company".
Note - You can activate as many contacts as you want. This can be useful when assigning Tasks and requesting documents from different people within your client's business.
Activating an Individual client
In order to activate an Individual type client, you must add a contact to their record, and follow the process outlined above.
Note - If the contact is already activated as a contact of another client, such as a Director of Limited company, they will then be able to switch between their profiles when they sign into the client portal. For more information about this see our guide on How clients with multiple accounts use the portal
Deactivating a contact
Locate the contact you wish to deactivate and click Deactivate.
A pop-up message will appear asking you to confirm.
Changing a contact's email address
If a contact updates their email address, you will need to reactivate them to use the portal. To find out how to do this, please see the following guide.
Customising the activation email
To make changes to the activation email template, go to Settings > Practice details > Emails.
When you make changes to the email contents, make sure not to remove the placeholders {url.reset} or {url.base}, these are the links your client needs to set up their account.
