Name of Feature/Request: Bill by customer portal usage and not who has access to the portal.
What financial, time savings, or quality of life improvements will occur from this: /Topic?: Why are employees who had access to the portal after they have been deactivated
Where in the system is this located?: employee
reports
How is the user accomplishing now / past: this changed during the last release
Steps Taken: need to test create a report task review showed that there was a contact named Robin that was deactivated and then unassociated. This prevented the contact from showing in the reports but on the customer contact lists/ Called the customer was out of the office asked to call her tomorrow Spoke to Ashley this afternoon on the phone. She understands that this will not cost her money if they are no longer active contacts
Next Steps: test
Internal Notes: report created ss https://APP.Striven.com/HR/ReportBuilder/MyReportViewer.aspx?ReportID=2315 | Frequency: on a regular basis | Changing the way Striven charges for portal usage to a last-time accessed model would save a lot of hours of editing who have access to the portal. Also, it would allow us to have all of our customers on the portal because if they are not using it, they would not be charged for it.
Attempted Solutions So Far: Inactive users are not counted, but customers who have not used the portal in months are. This requires us to go in and change the portal users every month.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: We are assesed our portal fee by the number of customers using the portal
StrivenID: 4414832