FOR ADMINS AND CLOSERS
The Client Portal
Give your clients their own logins to see their accounts, payments and reports, and message you.
Give a Client a Login
- Dashboard → Clients → Client Logins.
- Under the client, enter the person’s name and email and click Give Portal Login.
- They get an email with a link to set their password. You can also copy the link and send it yourself.
- They sign in at traceforge.solutions/login like anyone else and land in the portal.
Good to Know
- A client only ever sees its own accounts. No SSNs, dates of birth, phone numbers, addresses or your notes.
- They see totals, collected by month, each portfolio’s recovery, every account’s balance, payments and status, and the client reports from the Report Library.
- Remove turns off their access to your agency right away.
- If a client places with another agency that uses TraceForge, the same login works for both; they switch agencies at the top.
Messages
- Clients can send you recalls, bankruptcy or deceased notices, disputes and questions, on an account or in general. Your admins get an email, and the Clients tab shows how many are new.
- To ask a client for something (for example documents for a validation request), use Ask a Client. Their portal users get an email.
- Reply on the message; Close it when it’s done.
Good to Know
- Messages about an account also add a note to the account.
- Document requests show on the Document Request by Client report, and all messages on the Client Notes report.
Next: Setting Up the Built-In Phone ›Still stuck? Email help@traceforge.solutions.