Reporting

FOR ADMINISTRATORS ONLY

Providing Access to the Client Portal exposes Client Data to Client Contact records- these need to be carefully managed.

This how-to guide will focus on how to grant access to Client Contacts to the Client Portal and the client’s data they are allowed to see. 

Prerequisites 

To be able to create a Client Portal Login using AAD Authentication, the following is required: 

1. A configured Client Portal with Azure Active Directory External Authentication enabled. 

New Method for Adding Client Contacts to the Client Portal

How to create a Client Portal Login using AAD Authentication 

1.  Go to client portal URL. 
2. Click Sign-in.
3. If not already signed into Azure Active Directory, you will be prompted to log into the portal with AAD credentials. 
4. One of two scenarios will occur when attempting to sign in with AAD credentials for the first time. 
   1. A message will appear stating that you don’t have access to the tenant – speak to the agency if this is incorrect.
   2. A further prompt message will appear asking the user for justification for requesting to log in to the client portal. Once they fill this in and request approval, a notification will be sent to the agency to approve or deny your request.
5. After being approved to access the client portal by your agency, you will be able to sign into the client portal. 
6. Once signed into the client portal, you will be directed to the “Campaigns” page without any content (i.e., statistics or campaigns). A portal contact is auto-generated for you without a “Company Name” set or without web roles if logged into the portal using AAD for the first time. 
7. To add this missing information, go to make.powerapps.com and into the “Portal Management” app. 
8. Go to “Contacts” under “Security” on the sidebar. 
9. Find the contact that was just made with your credentials (Should be full name of AAD login).
   1. To check that the contact was generated correctly, see that an external identity record was made on the portal contact form’s “Web Authentication” tab. 
10. Click “Related” and find “Web Roles”.
11. Add existing web role “Authenticated Users”. 
12. Add client/s through Portal Management or Agency App: 
    1. Portal Management 
       1. Click “Related” and select “Client Contacts”. 
       2. Click “Add Existing Client”. 
       3. Select clients that would be associated to the selected contact record through and click ‘Add’.
    2. Agency App 
       1. Go to “Contacts” section on Agency App and select newly generated contact record.
       2. Click “Related” and select “Client Contacts”. 
       3. Click “Add Existing Client”. 
       4. Select clients that would be associated to the selected contact record through and click ‘Add’. 
13. After filling in the aforementioned information, the contact should be ready. Please note that it may take up to 24 hours for data to be visible on the portal for the newly generated contact.