Migration Manager User ManualWorking with FilesSecure Client Portal Setup and PreferencesHow to link your Privacy Policy to the Portal and Assessment App

How to link your Privacy Policy to the Portal and Assessment App

The Secure Client Portal and Assessment Apps have the ability to display a link to your Privacy Policy. If added, it will appear as a link on the bottom of the Portal page and is available as an option to be added as a declaration to the Assessment App submission section. This article covers how to set up this link

1. Login as Administrator

To activate the portal, you must first login as the Administrator.

Login as Administrator

2. Open Preferences

In the top toolbar click Tools > Administrative > Preferences. The Preferences window will now appear.

Open Preferences

3. Go to the Portal Tab

Click on the Portal tab.

4. Terms and Privacy

Within the preferences you can set your own terms and conditions of use by your clients of the Portal as well as provide a link to your Privacy Policy.

To add a link to your Privacy Policy, insert details of the URL in the 'Link to your privacy policy' field'

5. Click Save & Exit to finish

To finish, click Save & Exit. The Privacy Policy link will sync with the Portal over the next 20 minutes.

Click Save & Exit to finish