Ewing Trust Admin Quick Links
You can use the links below to quickly navigate to areas where you can manage your clients’ onboarding process.
Administrator’s Reference Guide
Client Onboarding Registration Process
Upon submission of their registration details a confirmation email will be sent to the submitted email address with instructions on how to activate their new account (This should eliminate some of the spam submissions).
After confirming their email address the client will be sent a welcome email with their login details.
They can now log into the onboarding portal, change their passwords or email addresses and upload their FICA documents.
You can manage users by going to “Manage Client Accounts”
N.B. This login is NOT meant for the new Ewing Client Portal
Manage Client Onboarding Applications
These are the “Client Information Forms for Individuals” and can be viewed, exported or deleted from the backend.
This data is stored in the database of the site and should be removed once the client onboarding process is complete in order to comply with privacy laws.
N.B. Once deleted there is no way to recover the information.
Manage Client Documents
This is where you will find any client uploaded documents (FICA ETC.)
These documents are stared in a secure folder on the server.
All the documents are referenced by the client’s ID thy used to register on the site and therefor you cannot see the client’s name.
You can find the client’s ID and name on the “Manage Client Accounts” tab.
Although secure, this data is stored in the root of the site and you should consider removing the documents once the client onboarding process is complete in order to comply with privacy laws.
Deleting any document from here will place it in the “Recycle Bin” of the document manager for seven (7) days, then it will be removed permanently from the server.
N.B. Once deleted there is no way to recover the information.
Manage Client Accounts
This is where you can manage all the onboarding clients’ accounts.
All clients’ memberships will be “Ewing Client” and set to never expire.
Accounts can be edited, deleted, suspended, expired or set to inactive/active.
If you are not sure if a new account is legitimate or not you can set it to inactive which means that the user will not be able to login until the account is set to active again while you confirm whether the user is valid or not.
If you edit a user you can utilise the “Your Onboarding Progress” tickboxes to show users their progress on their user profiles.
As an administrator you can add new users from here but I recommend using the registration form on the frontend.
N.B. Once a user is deleted there is no way to recover the account and they will have to re-register.
Need Support?
If you find a problem or need a feature added please contact Netlive:
P: 031 705 1159
C: 082 1839 774
E: support@netlive.co.za