This FAQ addresses common questions related to Client Portal access, account creation, and user management.
Can I enable Client Portal users? #
Yes. Client Portal users must be created and enabled through the Assette Admin Center. To do this, navigate to Users > External Users and add the appropriate users.
Can internal users have Client Portal login? #
Yes. Internal users can be granted login access to the Client Portal.
Are secondary emails required for clients to reset their password? #
Partially. The requirement depends on the Dual Factor Authentication (DFA) method chosen:
- Email-based DFA: A secondary email address must be added to the portal user account. Without a secondary email, users cannot complete the self-service password reset process.
- App-based or None DFA: A secondary email is not required. Users can reset their password by entering a code from their authentication app.
Can users create their own accounts? #
No. Users cannot create their own Client Portal accounts. All accounts must be created and enabled by administrators in the Assette Admin Center.
Why do users receive the message “The User ID you provided was not recognized…”? #
This message appears when a user attempts to set up their account but their portal user ID has not been properly configured or enabled. The most common causes include:
- The account has not yet been created.
- The account exists but has not been enabled.
To resolve this issue, confirm that the account was created and is active in Admin Center > Users > External Users.
Can we skip workflow for creating portal users? #
No. All Client Portal user creation must go through a mandatory workflow approval process. Even if a workflow has not been explicitly configured, the workflow requirement cannot be bypassed. If you see the message:
“Portal user creation must go through a mandatory workflow approval. Please setup the workflow from Workflow Center and try again.”
you must configure the appropriate workflow in Workflow Center before proceeding.