Portal administration

Manage client access, access links, and guided onboarding per matter.

Nederlandse versie: /handleiding/portaalbeheer

What is this? Under Client portal in the staff app, you manage which clients can use the separate client portal for each matter. You only see active matters you may update. The server checks those permissions again for every action.

Open a matter

1. Open Client portal in the left rail. Portal administration shows the Matter, Practice area, and number of clients with active access.
2. Search by matter name, number, or practice area.
3. Click a matter to manage its client access.

Give a client access

1. Under Add new client, enter the Name and Email address.
2. Click Add & show access link.
3. Basenet gives the client access immediately and shows an Access link for that client at the top.
4. Click Copy and share the link through an appropriate channel.

The displayed link is single-use and valid for 15 minutes. Afterwards, the client can always request a new login link from the portal with the same email address. The link is shown immediately after creation; copy it before leaving the page.

Create a new access link

Click Link for an active client. Basenet creates a new single-use link and displays it at the top. Use this when the previous link has expired or has already been used.

Manage client details and access

Client access shows each client’s Name, Email, Status, and Actions.

• Edit — change the name or email address and click Save.
• Revoke — end access to this matter. The client remains listed with status Revoked.
• Restore — give a revoked client access again.

Revoking access does not remove the client or their history. After restoring access, use Link to create a new access link when needed.

Start guided onboarding

1. Under Guided onboarding, click Start onboarding.
2. Basenet starts a flow for identity, details, and documents, using the matter’s practice area when one is set.
3. Copy the invitation link that appears and share it with the client.

See Client onboarding for the client-acceptance workflow.