DTC Client Portal Testing Scenarios

Hi Beta Tester! Thank you again. Here are a few scenarios we'd like to encourage you to explore during the Beta Test phase. The goal here is to:

• Validate usability
• Performance, and
• Functionality

 1. First-Time Client Login 

• Receive welcome email → Set password Needs Review 
• Log in → Browse dashboard 
• Set up 2FA Needs Review 

 2. Submit and Track a Support Ticket 

• Submit a new support ticket with a file attached 
• Receive confirmation and email update 
• Add a comment and change ticket priority 
• Admin responds → Status changes → User closes ticket 

3. Permission Escalation and Data Privacy 

• Try accessing another client’s data (should be blocked) 
• Request additional access → Admin grants → Refresh privileges 

4. Use on Different Devices 

• Log in on mobile, tablet, and desktop 
• Check for responsive layout 
• Attempt to access features from mobile (file upload, etc.) 

5. Error Handling and Validation 

• Submit a blank form → Validate field-level errors 
• Upload unsupported file type 
• Navigate to a broken or removed link 

6. Password & Account Management 

• Change password → Re-login 
• Lock account after multiple failed attempts