ADDING POCs ON THE PORTAL

updated as of May 28, 2025

OBJECTIVE To be able to identify and establish the appropriate POC (Point of Contact) for a certain account. In addition, automatically enable the POC to access and explore the client portal's features.

For Phase 1, the POC can access these pages:

DIWA Monitoring Reports

1. Timesheets – View staff time records
2. Leave Requests – Approve or decline staff leave requests
3. Monitoring Reports, including:
   • Screenshots
   • Active Applications
   • Activity Notes
   • Speed Test Results
   • Connection Logs
   • Idle Time Reports

Clients may refer to this User's Manual:  POC Access to Client Portal - User's Manual

HOW-TO VIDEO

https://drive.google.com/file/d/1ayk8Q5o_CDcPP4KLpJ8HmrlvOEyNSSgB/view?usp=drive_link

Access Details

https://client.remotestaff.com/

username: Use the BH contact email address

 Use forgot password to set the password

Key Points to Note

• The Status of BH Contact must be POC

• The system must allow POCs to log in using their Main Email Address in Bullhorn.

• Should a Company have more than one Active Client, the POC should be able to view all the remote contractors for those Active Clients.

Should you encounter any issues or have questions, please file a Freshdesk ticket following the format below.

• Subject: ISSUE ENCOUNTERED WHEN ADDING A POC ON BH  | (POC Name) Example - ISSUE ENCOUNTERED WHEN ADDING A POC ON BH  | JOSE RIZAL
• CRE: (Your name)
• Client name: (same name showing on the portal as the account holder)
• Type: Issue
• Department: Clients
• Inhouse Ticket Type: IT
• Concern: Issue
• Additional Information: Bullhorn
• If selected (others): Can't add a POC 
  
• Status: Open
• Group: IT/Operations
• Agent: (Please leave this blank)
• Priority: High
• Contractor Name: (Please leave this blank) 
• Tags: Tech Issue
• Add a 'NOTE' and a brief narrative/description of the request
  • You can add additional notes, screenshots, attachments that is relevant to the case. 
  • 
    

Frequently Asked Questions 

1. Can we provide client portal access as POC to any RC hired by the client as a TL/Supervisor/Manager for the purpose of monitoring and managing the productivity and schedule adherence of their staff?

Yes, we can provide them access provided that you seek approval from the main account holder/there is a request for such arrangement. Please ensure that both your Sr. CRE and CMD are added as watchers to the ticket.

We need to ask the RC (who will be granted with the access) to use their personal email address for this purpose.

2. Is there a limit on the number of POCs who can be granted access to the client portal per account?

No, you can add as many as needed.

3. Can we fully customize the access of every POC limiting their access to reports that the main account holder will only allow? Example is if the client would only want POC to have visibility on timesheets but not screen shots.

We don't have this functionality as of now as per Joy from IT.