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Replies posted by Katrina Stevenson

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Katrina StevensonBeginner

asked in Ask a Peer

Client Portal for clients with multiple entities

Doneso! Can you tell it was my first post? :)

Amelia FreemanKarbon Team

Changes to Karbon’s Client Portal will be live next week

Thank you Amelia! That is huge for us!

Amelia FreemanKarbon Team

Changes to Karbon’s Client Portal will be live next week

The video provided shows a login. there’s nothing referencing this in all of the rest of the information regarding the portal. Can you confirm how the login will work? Can clients log in to Karbon directly and see any open tasks? What if they have open tasks from multiple work items, and/or for multiple clients in one client groups? So many un-answered questions! Hi Katrina. Please see the FAQ documented in the information above. I’ve posted it here for quick reference. https://help.karbonhq.com/en/articles/6403571-client-portal-faq and https://help.karbonhq.com/en/articles/6403578-client-portal-how-to-guide Hi Amelia, this doesn’t answer my key question: What if they have open tasks from multiple work items, and/or for multiple clients in one client groups?

Amelia FreemanKarbon Team

Changes to Karbon’s Client Portal will be live next week

The video provided shows a login. there’s nothing referencing this in all of the rest of the information regarding the portal. Can you confirm how the login will work? Can clients log in to Karbon directly and see any open tasks? What if they have open tasks from multiple work items, and/or for multiple clients in one client groups? So many un-answered questions!

Amelia FreemanKarbon Team

Changes to Karbon’s Client Portal will be live next week

Will reminder emails for tasks sent prior to the Portal be accessible via PIN or via link?

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