Portal Access
Portal Enabled: {{ "Yes" if client.portal_enabled else "No" }}
Current Access Code: {{ client.portal_access_code or "Not set" }}
Password Set At: {{ client.portal_password_set_at or "Not set" }}
Access Code Created At: {{ client.portal_access_code_created_at or "Not set" }}
Last Portal Login: {{ client.portal_last_login_at or "Never" }}
{% if request.args.get("portal_reset_status") == "sent" %}
Portal password reset email sent successfully.
{% elif request.args.get("portal_reset_status") == "missing_email" %}
Portal password reset email was not sent because this client does not have an email address on file.
{% elif request.args.get("portal_reset_status") == "error" %}
Portal password reset email could not be sent. Check SMTP settings and server logs.
{% endif %}
{% if request.args.get("portal_email_status") == "sent" %}
Portal invite email sent successfully.
{% elif request.args.get("portal_email_status") == "missing_email" %}
Portal invite email was not sent because this client does not have an email address on file.
{% elif request.args.get("portal_email_status") == "error" %}
Portal invite email could not be sent. Check SMTP settings and server logs.
{% endif %}
{% if client.portal_enabled %}
{% else %}
{% endif %}
Resetting the access code disables the current portal password and forces the client to set a new password on next login.
The portal access code is intended as a one-time access token and is cleared after successful password setup.
{% include "footer.html" %}