Here are some useful tips that you may not know about using the Thirdfort portal
The client can complete their check on any compatible device!
As long as the client has an open check to their number and they have not yet logged in on their own device, they can enter their mobile number into the app on any device which is compatible with the Thirdfort app.
The mobile number acts as a username to log in. They can then receive the verification code (which acts like a password) as an SMS to the mobile number associated with the check, and enter it into the app on this device and then proceed with their check.
The invitation text message is not strictly necessary to complete a check!
The initial text message that is sent out when a new check is initiated invites the client to download the Thirdfort app and provides a link to the app store. Alternatively, the client can simply navigate to their app store, search for Thirdfort, and download the app in this way. They do not necessarily need to follow the link from the message. They will be able to log in as long as they have an open check to their number.
If the client is not receiving, has deleted or cannot find their invite text message, you can direct them to the app store where they can download the app and log on to complete their check.
Multiple checks can be sent to the same phone number!
You can send as many checks as you would like to one phone number. The client will have a list of open activities available in the menu of the app. These are distinguished by your client's name and the name of the transaction.
Our customer help centre can answer many of your client's queries!
Our support team has built two in-depth networks of FAQs. One for yourselves (which you are reading now) which has been designed to help you navigate the Thirdfort portal and Thirdfort reports; and one for your clients designed to help them complete their tasks in our app.
In our customer help centre we have a wide range of in-depth articles about how to complete each stage of the app journey and what to do if any obstacles arise.
There is also a live chat on this page where your clients can instant message with a member of our support team. They can even get help if our support team is out of hours with our automated AI learning chat bot, Maddie.
Need more help?
Check out the other articles in this section: Using the Thirdfort portal
These articles should answer most of your questions. However, if you have any further queries please click the live chat button in the bottom right of your screen to talk to a member of the client support team.
Furthermore, should your client have any queries about the process, our dedicated customer support hub will provide the answer to many of your client's questions. From here they can also chat directly with one of our consumer support team who can provide real-time help and assistance.