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Managing Clients

Who can use this feature?

  • Portal Staff who have the Clients permission
  • Administrators

Find step-by-step instructions for adding new clients, editing existing records, and resending client portal invitations.

Frequently Asked Questions

Use the Common Assessment (CA) option only when a client has not yet been registered in CaMS but has a completed Common Assessment.

  • Selecting this option imports key details from the CA—such as the client’s name, email address, and phone number—into the Jobs Portal to minimize manual data entry.
  • The CA import is a one-time data pull, not a live connection. Any updates made to the CA afterward will not appear in the Jobs Portal automatically.
  • Once the client has been registered in CaMS, their Jobs Portal record should be connected to their CaMS profile instead.

Use the CaMS link when the client already exists in CaMS.

  • Linking to the CaMS record ensures that the client’s Jobs Portal profile always stays current with the latest case information and updates made in CaMS.
  • This connection is maintained automatically and should be used whenever a CaMS profile is available.

Add New Client

Learn how to add a new client.

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 Jobs 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 Jobs 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.

Once a client has been added, you can view and manage their details within the Client Profile.
Learn more about using the Client Profile.