| Client | Status |
|---|
Create the login you give a client so they can fill in their onboarding. They are forced to pick their own password the first time they sign in.
The client sees these ticked and cannot change them. You can edit this later from their page.
Onboarding logins are separate from the client's dashboard and Lead Center logins — a different password for each system. Creating or deleting one here does not affect their other access.
| Client | Contact | Onboarding |
|---|
Every sign-in across the client dashboard, Lead Center and onboarding — they share one Supabase login, so all three are covered. Nothing here leaves your own database: no location lookup, no outside service. A login is flagged when the address or the device is one that person has not used before, and the Seen from column shows how many different addresses and devices a login has been used on — a shared password shows up there first. Click a row to see the individual sign-ins.
| Who | System | Signs in from | Last seen |
|---|
Sent to a client with their login when you create it. This is the email the form tells them to reply to, so use an address you actually read.
Your logo sits at the top and this footer at the bottom of every email automatically — you only write the message itself.
Merge fields:
{{client_name}} {{contact_name}} {{email}}
{{password}} {{portal_url}}
Logo, colours and login wording for onboarding.vortreks.com. Applies to what clients see and to this page.
The client sees these ticked and read-only.
Encrypted at rest under a separate key. Revealing one is logged against your name. The security code is never stored — call the client for it.
Choose what to include. Your browser's print dialog can save any of these as a PDF.