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Customer Portal: Agency-Level and User-Level Settings

This article explains how to configure agency-specific and user-specific settings for the Customer Portal.

Overview

The Customer Portal is an optional component of Clarity Human Services that provides a secure and efficient method for clients and providers to communicate. When this feature is available for a system, the SUBSCRIPTION DETAILS section under SETUP > DASHBOARD will show “Subscribed” for the Customer Portal.

subscribed

Agency-Level Settings

Enabling the Customer Portal for the system does not automatically enable the Custom Portal for each agency. For the Customer Portal to be available to an agency, system administrators must turn on Customer Portal Enabled at the agency level.

To do this, navigate to MANAGE > SHARING and click Customer Portal in the Advanced Options sidebar. The CUSTOMER PORTAL page appears.

enable for agency

Turn on Customer Portal Enabled. Additional settings available to that agency will appear.

Configure the settings as appropriate for that agency, then click SAVE CHANGES.

Audit Log

Users with Admin Access Role Types with Audit Log permissions enabled in their access role can click the Audit Log button on the agency's CUSTOMER PORTAL page to view changes to settings.

User-Level Settings

Users may adjust the following in their Account Settings:

  • Display in Customer Portal: Users can disable this setting if they do not want their name to be displayed on a client’s Customer Portal dashboard when they are a member of that client’s Care Team.
  • Allow Client Initiated Contact: Users can disable this setting if they do not want clients to send them messages through the Customer Portal.
  • Allow Appointment Slots Usage: Users can disable this setting if they do not want clients to schedule appointments with them through the Customer Portal.

account settings a


Published: 06/23/2025