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Created by Ramses Diaz
Created on Feb 15, 2024

Be able to set the default page for Portal.

On client portal, several of our clients have been confused by the fact that upon login, the first screen they are on is the submit files screen. Our clients are more often logging in to see files that we have sent to them and they are not realizing that they need to click on the “Files Sent to you” button. When the client is attached to multiple entities, this is especially cumbersome because they have to click that button every time they switch entities.

Is it possible to change the default portal screen to the Files Sent screen? Or, if, after having changed to that screen, can it stay on that screen after switching to a new entity?

Thank you for your consideration!

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