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ClientVisitPortalUnlock

Generated page — confirm before relying on it

Written automatically from the Versaa export of 20/08/2026. It has not been reviewed by anyone, and it describes what was exported on that date — not what is in Management Studio right now.

Version numbers are deliberately omitted. The export filename does not reliably identify the active version and can carry a Test or Live record, so any number here would be untrustworthy. Check the version in Management Studio.

Purpose

The ClientVisitPortalUnlock workflow is designed to unlock or enable a portal user account for clients. It is triggered by the message "Client Visit.PortalUnlock." Upon activation, the workflow processes relevant user data and updates the system to ensure the user can access their portal account.

Key Steps

  • Set workflow tags based on task data.
  • Tag the form name for reference.
  • Tag the Active Directory (AD) user name.
  • Move the user name into the workflow data.
  • Append the AD user name to the workflow data.
  • Write the updated information to the SS database.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ClientVisitPortalUnlock_3.md