Help & Support » Guides » Settings & Configuration Guide » Client Portal » Managing Permissions » Group Permissions for Client Contacts

Groups Specific Permissions

Set-up special groups of contacts with unique permissions for using their Client Portal.

Using this guide, you can:

What are Group Permissions?

Set-up a group of contacts with unique permissions for using the Client Portal. The only permissions that can override these are the Object-specific permissions.

 

Configure Group-Specific Permissions

To add a Company or Contact to a Group:

  1. On each View Client/Company screen, click the Portal button and choose Company User Access Groups.

    ClientPortalPermissionsClientGroups 

  2. The Portal Groups screen will load, and if there are no groups yet, you'll need to click the +Create Custom Group button to begin.

  3. A pop-up will appear, allowing you to enter the name of the new group.

    ClientPortalPermissionsClientGroups3 

  4. Click Save to confirm. The new group will be listed as a tab within the screen. As you add more groups, new tabs will be created so you can quickly toggle between groups. 

Add Custom Group Details:

ClientPortalPermissionsClientGroups3

  • Members - Quickly find and add client contacts to this group. You can only add contacts from the same client. To add a member, select a contact from the drop-down list, and then click Add.   

  • Module Access - Define what modules the group has access to. This is especially helpful in instances where the client-specific permissions you may have disabled access to view Projects, but with these group permissions, you can give certain users the permission to view Projects.

  • Client Account - These options define what a user within the group can do against their own Client account details and user details.

  • Activities - Select the level of visibility you want to provide for activities. These options will apply to all modules that you have enabled above.

  • Tasks - Select the level of visibility you want to provide for tasks. These settings will apply to all modules that you have enabled above.

  • Financials - Select the level of visibility you want to provide for Financial information. These settings will apply to all modules that you have enabled above.

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