PrivacEmail Professional:

Tips for Agency Administrators

Q & A for getting started
 

Q: How do I find my client's PrivacEmail address? 

 

A: You can determine your client's PrivacEmail address in two ways:

• Click My Profile>View My Clients.
• Also you can click Agency>Manage Clients

In your client list, the UserID column shows your clients' PrivacEmail address prefix. If you hover your mouse over any specific UserID, a little prompt box will appear to confirm the full PrivacEmail address.

 

Q: How does a client find my Pro.Privacemail address?

 

A: When clients first sign up, they are not assigned to specific counsellors, so at first, clients do not know to whom they should send secure email messages. But there is also no need for them to initiate messages because they have already described their problem during the registration process. Nevertheless, as soon as clients register, you, as the Agency Administrator, will receive a notice by regular email that a new client has registered. You can then login and click Agency>Manage Clients, locate any new clients (which will display as "unassigned"). Click a client's UserID to open his/her profile, then click the Counsellor tab. You assign the client from there. Once a client is assigned, when he/she logs in, he/she can click "My Counsellor" to see your photo, your name and credentials, your Pro.PrivacEmail address, and either of the phone numbers you allow to display.

 

There is another factor to consider too: The client registration process ensures that the first PrivacEmail message is sent from the counsellor to the client. This means that, after you send your first message to the client, all he/she needs to do is login, check his/her email and click Reply. He/she doesn't really even need to wonder what your Pro.PrivacEmail address is.

 

As well, when a client sets up their new PrivacEmail address, the following is stated in their Inbox welcome message:

Welcome to PrivacEmail, the 2048-bit e-mail encryption solution for professional helpers and their clients.

 

We strongly suggest you consider setting up e-mail notification immediately so that you are sent a notice to your regular e-mail whenever a new PrivacEmail message is received in your Inbox. This notice will tell you when your counsellor has sent you a reply to your concerns.

 

To retrieve your counsellors message, login at your counsellor's web address - which is the site from which you registered. After logging in, click the "Check my Email" link.

If the client follows these instructions, a notice will be sent to his/her regular email address after you send the client your first PrivacEmail message. The notice says:

A new message is waiting for you in your PrivacEmail secure email Inbox. To retrieve the message, please login to the website where you first set up your PrivacEmail address.

Also, if you have a separate web site, you might also want to set up a link from your site that takes clients directly to the login page:

https://yoursubdomain.privacemail.com/privacemail/login.asp

Q: How do I upload my photo? What is it for?

A: Click "Edit My Profile" and go into the "My Photo" tab and click browse to find a photo of yourself on your local computer. After uploading, if you see the photo displayed, it will show for your clients. That's its purpose. When your clients login and click "My Counsellor", they will be able to see your photo, your name and credentials, your Pro.PrivacEmail address, and either of the phone numbers you allow to display.

 

Q: How do I upload my company logo?

A: You can do this by clicking Agency and the "Web Settings" link. Open the "Logo" tab. From there you can upload your logo and it will replace the PrivacEmail logo in the Admin system. In the email system, the PrivacEmail logo cannot be changed.

 

This page was updated on Thursday, September 09, 2010