For IT: enable client portals for federal disability projects

IT staff for federal disability retirement projects leave portals off at setup, causing delayed client access and missed status updates. Portals and trackers enable at creation for instant visibility.

Overview

Federal disability projects risk client frustration and missed updates when portals remain off after setup. This workflow ensures portals and progress trackers are enabled at project creation, giving project managers and clients immediate visibility and eliminating manual setup delays.

Notable Features

Enable client portals at creation
Turn on progress trackers upon creation
Notify project managers of activation