Managing Portal Access
Praxi provides three external portals, each designed for a different audience. This page summarises the portals, how to invite users, and where to manage access.
Portal Overview
| Portal | Audience | Authentication | Management Location |
|---|---|---|---|
| Client Portal | Your clients | Passkey, password or email code | Client record > Portal Access |
| Referrer Portal | GPs, psychiatrists, NDIS coordinators, lawyers, EAP providers | One-time passcode (OTP) via email | Clients > Referrers |
| Contractor Portal | External practitioners, sessional staff, locums | One-time passcode (OTP) via email | Settings > Contractors |
Who Can Manage Portal Access
| Action | Client Portal | Referrer Portal | Contractor Portal |
|---|---|---|---|
| Invite users | Any role with client write access | Practice owner, practice manager | Practice owner, practice manager |
| View users | Any role with client read access | Practice owner, practice manager | Practice owner, practice manager |
| Reset access | Any role with client write access | Practice owner, practice manager | Practice owner, practice manager |
| Revoke access | Any role with client write access | Practice owner, practice manager | Practice owner, practice manager |
Quick Reference
Client Portal
Clients receive an invitation link valid for 72 hours. They create a passkey or set a password. Additional verification applies where required by the practice.
- Invite: Open the client's record > Portal Access > Send Invitation
- Bulk invite: Select multiple clients > Invite to Portal
- Reset password: Client record > Portal Access > Reset Password
- Manage locked accounts: Settings > Portal Accounts
- End-user help: Client Portal Help Centre
See Client Portal for full details.
Referrer Portal
Referrers log in using a one-time passcode sent to their email — no password is required. You create referrer profiles and send invitations from the settings page.
- Create and invite: Clients > Referrers > Add Referrer
- Verify: Clients > Referrers > Actions > Verify
- Resend invite: Clients > Referrers > Actions > Send Invite
- Reset OTP lockout: Clients > Referrers > Actions > Reset Access
- Revoke access: Clients > Referrers > Actions > Revoke
- End-user help: Referrer Portal Help Centre
See Referrer Portal for full details.
Contractor Portal
Contractors also use OTP-based login. Practice owners and managers create contractor profiles and manage their status, credits, and billing from the settings page.
- Create and invite: Settings > Contractors > Add Contractor
- Approve/suspend: Settings > Contractors > Actions > Update Status
- Adjust credits: Settings > Contractors > Actions > Adjust Credits
- Resend invite: Settings > Contractors > Actions > Resend Invitation
- Reset OTP lockout: Settings > Contractors > Actions > Reset Access See Contractor Portal for full details.
Troubleshooting
| Issue | Solution |
|---|---|
| Client didn't receive invitation email | Check the email address on file, resend the invitation, and ask the client to check spam |
| Referrer or contractor locked out | Go to their management page and click Reset Access to clear the lockout |
| Client forgot their password | Click Reset Password from the client's Portal Access section |
| Invitation expired | Resend a fresh invitation — previous tokens are automatically revoked |
| Referrer can't see a client | The referrer only sees clients linked to them via a referral. Create a referral record first |