The Self Service Portal
Learn how to configure the Self Service Portal
Introduction to the Self Service PortalA central hub for members, supporters, and stakeholders to manage their information
My Organisations
Learn everything you need to know to allow organisations to login and manage their accounts via the self service portal
Introduction to My Organisations
My Organisations Initial Setup
My Cases
Learn how to configure access to My Cases in the self service portal
Introduction to My CasesGet started with the My Cases functionality so that your portal users can view their cases
My Cases Initial SetupFind out how to configure 'My Cases' for your users
Configuring which Case fields are shown to users in SSPUse case profiles to configure which fields are displayed to your portal users
Allowing users to upload files to a case via the self service portalConfigure which users can upload files via the portal
SSP Assign Case Roles / Manage people involvedAllow users in your SSP to invite and manage access to cases from within the SSP
Continuing Professional Development
Manage your own CPD and review as part of an Awards pannel
Configuring CPD in the SSPHow to set up CPD on the Self Service Portal
My CPDManage your own CPD records in the Self Service Portal
CPD details for Panel ReviewerA Panel Reviewer can view an applicant's CPD details
Other Miscellaneous Settings
Some ways that you can change the look and feel of the SSP
CSS injectorFancy yourself as a webdesigner?! You can modify the look and feel of your portal using our CSS injector module
Creating Self Service Portal Users from CiviPlus ContactsHow to turn your existing CiviPlus contacts into Self Service Portal users