Client Portal

The Client Portal is a User Interface replacement of ONSITE TRACK EASY.

• Make processes more efficient (e.g. bulk add, bulk remove).
• Traffic Light Colour system for Roles, Competencies, 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

Update to the Client Portal - 17th March 2020 Version 1.11

As the Client Portal is in constant development, its been slightly changed as of this release time.

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)