The Client Portal is a User Interface replacement of ONSITE TRACK EASY.
The benefits of the Pegasus Client Portal are:-
- Make processes more efficient (e.g. bulk add, bulk remove).
- Traffic Light Colour system for Roles, Competencies, Training, Access Keys, Crews
- Display photos to easily manage workers
- Easily navigate between cardholder data
- Display the Business Intelligence reporting tool in its own window
- Integrate the Learning Management System
- Access the Company Pre-Qualification portal
- Opportunities to integrate micro-services
14 Version of the Portal.
We have a User Guide Manual should you wish to review more about the Pegasus Client Portal and its features.
- UPDATED - Client Portal User Guide version 1.
The Companies icon is now called Company Pre-Qual.
The Report Icon is now on the bottom row.
The upcoming feature - Business Analytics is now shown. The icon is transparent for all users that currently do not have permission to run this feature.
The new feature - Broadcasting - is now available to configured clients.
Broadcasting - This is the term used to send out mass messages to group types via SMS or Email from the Pegasus Client Portal. This is a Paid module that your Pegasus Account Manager will need to implement in Onsite Track Easy before use.
In order to limit who can use this feature, new Onsite Track Easy User Rights have been developed.There are four (4) types of recipients configured for messaging:
All Workers who are associated to a Site (Site Broadcast)
All Workers in a list for Explicitly Selected Workers (Worker Broadcast)
All Workers in a list of Companies (Company Broadcast)
All Workers in a list of Crews (Crew Broadcast)
Read more in our comprehensive user guide - Broadcasting User Guide version 1.12.pdf
As the Client Portal is in constant development, its been slightly changed as of this release time.
- - 12th October 2022
- Log Off Worker Feature
- Add New Worker Feature
- Additional Worker Information Fields (USI, Subscriptions)
Looking for an All-In-One Handout to give your co-workers? With links back to these support pages? We have got you covered!
View file | ||||
---|---|---|---|---|
|
Links to our Online Training, and Instructor Lead Training
View file | ||||
---|---|---|---|---|
|
Learn of the changes to the Client Portal and Onsite Reporting Here
...