Sign in with your individual staff account to generate client links, review diffs, and sign off on completed updates.
Total Screen Accounts
0
Needs Manager Update
0
Confirmed As-Is by Client
0
Manager Confirmed Updated
0
Account #
Client Name
Template
Status
Link Generated By
Latest Activity / Manager Sign-Off
Client Magic Link Actions
Client Submissions & Manager Confirmation Queue
ID
Account #
Client Reviewer
Submission Type
Status
Manager Confirmed By
Submitted At
Action
Add / Update Staff Login
To update an existing user, just enter their Username and the field(s) you want to change (leave other fields blank to keep their current values).
Registered Staff Accounts
Username
Full Name
Email
Role
Last Sign-In
Action
Staff Activity Audit Log (Who Did What)
Timestamp
Staff Member
Action
Account #
Details
Review Client Submission
1. On-Call System Updates Needed (Read-Only SQL Comparison)
Since the portal connects to OnCall2 in Read-Only mode, check off each item below as you update the live On-Call database (`Accounts` → `Contacts` → `ContactMethods`).
2. Structured Account Profile Changes
3. Info Screen Pages (Original vs. Updated Copy)
Verify character/line limits (80 chars/line, 8 lines/page) and copy/apply the updated text to your dispatch screens.
4. Manager Sign-Off: Confirm Updates Have Been Entered
Your signed-in staff identity is automatically recorded when you confirm below.