<aside> 💡 This article, is a short guide of ezyClients from the clients perspective.
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Use the link sent by [email protected] to activate your account and set your password.
Note: the password must meet the following requirements:
- At least one lowercase letter (a-z)
- At least one uppercase letter (A-Z)
- At least one number (0-9)
- At least one special character: ! @ # $ % & * ( )
- Minimum of 8 characters
Once your account is activated, log in to the client portal via the link:
https://app.ezyclients.com/auth/login
Use your email and the password you set in Step 1.
⚠ Please do not create a new account.
After logging in, you will be able to see a step by step workflow.
Each section will indicate you what action to take. For instance: ]
Provide your personal details
Simply click on Personal Information and you will be able to provide your details.
Upload documents Open the different upload request, read the information on what kind of documents and how documents need to be uploaded and upload the requested documents.
As a client you can also see which documents have been completed, what is missing, and what your case manager have approved. Each time a case manager approves a document or requests an update you will recieve a notification by email (in the log section you can also review the specific feedback)
