Transition from the Client Centre to the Client Portal
The transition from the Client Centre to the Client Portal is an important update for all users. Below, we provide an overview of the changes, timeline, and key differences to help you prepare for this shift.
Overview of the Transition
The Client Centre will be retired and replaced by the Client Portal. While no specific decommissioning date has been finalized, users are encouraged to begin using the Client Portal as soon as possible. The Client Portal offers a consolidated and streamlined interface for managing questionnaires and document uploads.
Timeline and Access Details
Decommissioning Date: No confirmed shutdown date has been announced for the Client Centre.
Post-Decommissioning Access: After the Client Centre is decommissioned, existing links will remain accessible for a limited period (up to one month). During this time, users will retain read-only access to their existing requests. After this period, the links will stop working, and requests will no longer be accessible. If needed, users should resend requests through the Client Portal.
Functional Comparison: Client Centre vs. Client Portal
While the Client Centre and Client Portal are functionally similar, there are notable differences:
Setup Process: The Client Portal features a different setup process compared to the Client Centre.
Interface: The Client Portal provides a more consolidated and streamlined interface, making it easier to manage questionnaires and document uploads.
Frequently Asked Questions
Will I lose access to my existing requests in the Client Centre?
No, you will retain read-only access to your existing requests within your opportunities after the Client Centre is decommissioned. However, this access will only be available for a limited period.
What happens to Client Centre links after decommissioning?
Existing Client Centre links will remain accessible for up to one month after decommissioning. After this period, the links will stop working, and requests will no longer be accessible.
Why should I switch to the Client Portal now?
The Client Portal offers a more streamlined and user-friendly interface, making it easier to manage your tasks. Transitioning early ensures you are familiar with the new system before the Client Centre is retired.
Related Topics
How to set up your account in the Client Portal
Troubleshooting common issues in the Client Portal
Best practices for managing document uploads
By transitioning to the Client Portal, you can take advantage of its improved features and ensure a smooth continuation of your activities.