Activating & Deactivating Clients on The Centology Portal
Once your clients have been onboarded onto the Centology Portal they will need to be activated in order to access the features and benefits of the Centology Portal.
Activating a client on the Centology Portal will send a temporary password to their registered email address. The client can then use the first log-in link to set up their log-in and access their client Portal record using the temporary credentials provided.
Activating Clients on The Centology Portal:
Step 1:
Click on 'Clients', then from the dropdown menu, select 'Activation':
Step 2:
This will take you to the Activation page. Here you can search for clients by their name and/or email address, and activate their Centology Portal record:
The Activation page will only show clients who have not been activated on the Centology Portal, to change this, amend or remove the filter on the 'Active Column':
To activate the client, click on the dropdown menu to the right-hand side, and select the option to 'Activate Client':
Once a client has been activated on the Centology Portal, they will receive an email from: notifications@centology.io
Step 3:
You can activate multiple clients at once by selecting the tick box in the Links section to the left of the clients name, and then clicking the 'Activate selected' button:
Deactivating Clients on The Centology Portal:
Step 1:
Click on 'Clients', then from the dropdown menu, select 'Private Clients':
Step 2:
This will take you to the Private Clients page. Here you can search for clients by their name and/or email address, and deactivate their Centology Portal record:
To deactivate the client, click on the 'On' button under the 'Active' column menu so that it shows as 'Off'.
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