TABLE OF CONTENTS
Renewals Management Set-up
To allow your Clients/Owners to view and/or manage renewals:
1. First go to System -> Client/Owner Access -> Edit or Create relevant account
2. Then, scroll to the Settings section and select 'Case Tabs':
To ensure your end users can see their renewals information, make sure the 'Renewals' box is ticked (circled in red above).
3. To allow renewal instruction through the portal, go to 'Other Settings':
Here, select the tickbox that reads 'All Owner/Client to manage renewals' (circled in red above). You can see how the end user can manage renewals in the section below
4. Finally, don't forget to scroll up and hit save!
NOTE: When an end user puts through an instruction on the portal, this will come through on the renewals tab of the case in Equinox with the date of instruction: |
Renewals Management: Client View
If you allow your end user to manage renewals through the portal, they will have a 'Manage Renewals' option on the left-hand toolbar (circled in red below):
When they click into this section, they will be given a list of cases as below:
From this screen, the user, can filter, search, instruct and bulk instruct their renewals.
If we look more closely, you can see that there are 'switch' buttons, which allow for the renewal of individual cases, as well as an indication if a renewal has been previously instructed:
Once the changes have been made, and the client proceeds with confirming instructions, they will be given a pop-up asking them to confirm again before proceeding, and letting them know the only way to reverse action taken is to contact you directly outside of the portal:
