Set-up special groups of contacts with unique permissions for using their Client Portal.
Using this guide, you can:
Set permissions to determine what your contacts can and can’t view in your portal
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.
To add a Company or Contact to a Group:
On each View Client/Company screen, click the Portal button and choose Company User Access Groups.
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.
A pop-up will appear, allowing you to enter the name of the new group.
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.
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.