Who can use this feature?
- Portal Staff who have the Clients permission
- Administrators
Add new client
1. Invite Client: From My Clients / People, select Invite > Client.
2. Confirm Person is Not Already Registered: Search using either the First and Last Name or just the Last Name.
- If no matches are found, select Continue and proceed to step 3.
- If a match is found, review the details to confirm it is the correct client. If it matches, you can view their profile and refer them to the appropriate service provider and caseworker.
- If you don’t have permission to view the client profile, select Request Client Transfer for guidance on how to gain access.
3. If the client is already registered in CaMS and you would like to link their new Jobs Portal account to their CaMS profile, enter their CaMS Client Reference Number and then hit Enter/Return or select the magnify icon.
If the client has not been registered in CaMS or you prefer to not link their new Jobs Portal account to an existing CaMS profile, select Skip this Step and proceed to Step 5.
4. If the result shows the correct CaMS client, select Add Client to Portal.
- If you receive a “No matches found” error, double check that you’re using the correct CaMS Client Reference Number and not their CaMS Case Reference Number.
5. Confirm you wish to continue with this action by selecting Proceed.
- Currently, no CaMS data is made available to the client through the Jobs Portal, however caution should be taken when linking accounts to ensure they belong to the same person.
6. The following details can then be captured for their Jobs Portal profile:
- Service Provider Assignment (only visible to users with the Service Provider Group Administration, Clients permission)
- Caseworker Assignment (only visible to users with the Service Provider Administration, Clients permission)
- First & Last Name (will automatically populate if a CaMS link was established)
- Preferred Name
- Preferred Pronouns
- Email Address (required)
- Phone Number (will automatically populate if a CaMS link was established)
- Primary Address (will automatically populate if a CaMS link was established)
- Self Identification (will automatically populate if a CaMS link was established)
- Target Occupations
- Reasons for Referral
- Service Needs
- Access to Transportation
- Communication Preferences
Select Complete Client Setup once you’ve added the desired information.
7. A dialogue window will appear to confirm the client has been added and an email invite was sent to the address provided.
Choose Copy Link if you’d like to copy the email invite to send to your client manually.
Select Proceed to Client Profile to exit the dialogue.
Resend portal invite
If the client did not receive the email invitation and has not yet set their password, the invitation can be resent
1. Navigate to the client’s profile in the Job Portal and select Actions > Resend Portal Invite.
2. A dialogue window will appear to confirm the email invite was sent to the address provided.
Choose Copy Link if you’d like to copy the email invite to send to your client manually.
Edit client
1. Access the Client Profile: Go to the client’s profile within the Job Portal. In the Overview tab, click the Edit button next to the section you wish to modify.
2. Save Changes: Once you’ve made the necessary updates, click Save.
- Important:
- To maintain consistency across platforms, any client data present in CaMS must be updated directly within CaMS.
- Clients will receive an email notification if their email address is changed and will be prompted to confirm the new address.