Client Portal

The Client Portal is CentralReach’s web portal for organizations’ end clients. The portal is designed with an easy to navigate user experience, menus, and features tailored specifically for end clients to access their account information.

Client Portal Client Portal Flyer

Download the Client Portal flyer, which has been designed by CentralReach for organizations to hand out to their clients. The Client Portal flyer includes details about all of the features available in the Client Portal. It is tailored for new clients, to encourage them to request login credentials and to access the portal.

Please note, this is a generic flyer and some features require the organization to be subscribed to the service, in order to make them available in the Client Portal (credit card billing, Messages module, Learn module). Contact your Customer Success Specialist if you want to learn more about these features.

Client Portal Enable/Disable Client Contact View

The  Permissions module provides the option of creating a permission group with users who should be hidden from clients in the Client Portal. This feature allows you to hide contacts who need to be connected to clients for administrative tasks, such as billing and scheduling, but should not be visible to the client in the Client Portal Teams menu, for messaging or any other communication.

Click here to learn how to create a permission group to hide contacts from the client.