WE Data Tools

Clients

Who can use this feature?

  • Portal Staff who have the Clients permission
  • Administrators

Add new client

1. From My Clients / People, select Invite > Client.

2. 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.

3. 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.

4. 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.

5. 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 they were linked to their CaMS profile)
  • Preferred Name
  • Preferred Pronouns
  • Email Address (required)
  • Self Identification (if linking to a CaMS account, this information will be synced from CaMS)
  • Target Occupations
  • Service Needs
  • Referral Details
  • Communication Preferences

Select Complete Client Setup once you’ve added the desired information.

6. 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.