How can I change the security permissions on a client’s resource library files?

Your client’s Resource Library contains files you have uploaded for their use and/or for reference. You can set security permissions for each individual file in their library. To set or change security permissions for resource library files, go to your client’s Profile page. In the Contact Details tab, scroll down to the “Resource Library” link, […]

eWindow: Shared Dashboard for Organizations

Provide your clients a way to communicate amongst themselves! The Shared Dashboard for Organizations is essentially the Organization’s eWindow – made available to related Contacts to share good news, important documents, post announcements and more. Important Notes: In order to setup your Shared eWindow for an Organization The Organization must have a Primary email address The Organization must […]

Admin: Configure Your eWindows

  Customize the layout and naming conventions used on your client eWindows. Note: If you do not see a new browser window/tab appear with your eWindow layout, please ensure you have allowed for popups from your OS site: Google Chrome Mozilla Firefox Safari  

eWindow Communication

Communicate with your clients using their own personal eWindow: A portal available to you and them to exchange information, idea’s and good news! Message Center: Post a Message to multiple Clients in a List From My Dashboard, the Message to Client eWindow widget allows for you to post to a custom or predefined list of […]

eWindow Access

Engage with you clients using the OS Engagement eWindows. Send your client access to their own private eWindow, and monitor their activity  from the Communication tab in their Profile. Send eWindow Credentials You can send eWindow credential on an individual basis or to a group of Contacts from your Address Book. To an Individual 1.  Go to the Contact’s profile 2.  Click the Send eWindow […]

eWindow Email Notifications

Allow your clients to specify whether or not they would like to receive email notifications of new information posted to their eWindow.   The first time a client logs into their eWindow, they will be asked to set their Email Notification preference. By default, the individual will not receive any email notifications unless they have […]