How do I view the scope of service package for my client in the portal?

Whether you have scoped a new client, or made a change to an existing client’s scope of service, you can easily view this information in your portal. 

Whether you have scoped a new client, or made a change to an existing client’s scope of service, you can easily view this information in your portal:

1. Enter the Client Name in the Navigate by Client search box.
2. Click Client & User Management in the left menu.
3. Click the Details tab.
4. Under Client Details, you will see the selected service package as shown below. You cannot edit* this line.

You can also see any client’s scope of service package by following the applicable steps in the Global or Client view:

Global View (no client selected)

1. Navigate to Client & User Management. 
2. Click the Clients tab (if it is not already defaulted to this tab).
3. Find your Client and navigate to the Partner column. 
4. This is your client’s current scope of service package.

Client Portal View

1. Enter the Client Name in the Navigate by Client search box
2. Select the Client Name
3. Click the Client & User Management 
4. Find your Client and navigate to the Partner column 
5. This is your client’s current scope of service package.

*In order to edit the service package, you need to visit the Scoping Tool to make the change.