Choose what clients see for each one of their Modules. Have full control over the details you share with your clients for all of your sales, projects, issues, retainers, or billing.
Using this guide, you can:
Configure your module permissions if you want clients to enable or disable permissions for a specific module. For instance, if you're happy to share everything related to Tickets with all of your clients, then you'd turn on all the full sharing permissions within the Ticket Module Permissions. If there happens to be a specific ticket which you don't want to share, you can override the module permissions with object-specific permissions.
To navigate to your Module Permissions:
Expand the Client Portal section of the Configuration menu.
Click on the Module you wish to configure.
There are three permission settings for Quotes:
There is only one permission setting for Requests: whether or not you would like your clients to be able to view their Requests.
There is only one permission setting for Signoffs: whether or not you would like your clients to be able to view Signoffs you have sent them.