How do I request access to monitor client chat communication?

AppClose Pro lets you request temporary access to monitor chat communication between co-parents. You can view chat history as well as chats occurring in real time.   Clients can select 2, 7, 14 (default), 30, 60, and 90-day durations, or create a custom sharing duration of any period up to 90 days.

To request access to chat records:

Method 1: from the ‘Share chats’ screen

1. Log in to AppClose Pro and select ‘Clients’ from the navigation menu on the left:

2. On the ‘Clients’ screen, select the ‘Shared chats’ tab and click ‘Request chat access’:

Note: If you already have requests present, the ‘Request chat’ button is located in the upper right corner of the ‘Shared chats’ screen:

3. If you are connected to your client in AppClose Pro, select the client to whom you would like to send an access request. When ready, click ‘Next’:

Alternatively, if you are not connected to your client in AppClose, you may request access by selecting the ‘Cient email’ email radio button and entering their email address. NOTE: The email address entered must be the same email address the recipient used to create their AppClose account.

4. You will receive a notification asking you to confirm your selection. Click ‘Send request’:

5. You will receive a confirmation that your request has been sent. Click ‘Close’:

Your client will receive an email informing them you have requested access:

Your client will be directed to a page on which they can select the duration of time they’d like to grant access - up to 90 days.  When your request has been granted, you will receive an email notification:

Method 2: From an individual client page:

1. Log in to AppClose Pro and select ‘Clients’ from the navigation menu on the left:

2. On the ‘Clients’ screen, select the client you’d like to send a request to:

NOTE: If needed, use the search field in the upper left corner to search for specific clients

3. From the client screen, select the “Shared chats’ tab and click ‘Request chat access’:

4. Confirm your wish to send a request. Optionally, provide a reason for your request:

5. You will receive a notification that your request has been sent:

6. You will receive a confirmation that your request has been sent. Click ‘Close’:

Your client will receive an email informing them you have requested access and you will be notified once your request has been approved or declined.

NOTES:

• Requests expire after 7 days.  After 7 days, you will need to resend the request.
• Clients may provide access for up to 90 days. 
• Once the access duration set by the client expires, you will need to request access again