Track Client’s Online Status

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The Client Portal is a secure gateway connection where you and your clients can exchange sensitive information, files, and services over the internet. Track when your client is logged in the Client Portal using the online status.

To enable tracking of client’s online status:

  1. Go to the ‘Admin’ tab.

2.  Under the ‘System’ menu, click on ‘System Settings’.

3. Choose the ‘Client Portal’ option among the displayed tabs.

4. Toggle the ‘Enable tracking’ on to show the online status. To hide, just toggle it off.

5. A pop-up message would appear to confirm the success configuration.