The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Allow or Restrict your client’s access to see their project, contract, service and account in order to improve transparency and help clients help themselves. Your Client Portal allows your clients to track projects in real-time, make issue requests, review selected documents, and send documents for approval, but all features may not be relevant to each client.
Using this guide, you can:
By Default, each Client Portal is disabled.
To grant one of your clients access to their Client Portal, you must first enable access. This is done to ensure that your clients only have transparency once you set up what you wish to share.
Once enabled, the Default Global Client Permissions are activated. These permissions apply to all clients/companies unless you specify more specific permissions.
Client Portal permissions are prioritized based upon the Permission Type. The highest priority permissions will override all other permission levels.
The Permission Priorities are numbered, with Default Global Permissions influencing all other permission levels, while Object specific will influence no other permission level but its own.
For instance, if your project, ticket, sale or retainer (ie - the Object ) has no specific permissions set, then the system will check the Company/Client Group permissions. If there are no Company/Client Group permissions, it will check Company/Client Specific permissions, and so on, until it finds a level where the permissions are specified.
Permission level hierarchy is defined as follows:
Global Module permissions - Specify the default permissions for:
Company/Client specific permissions - Specify the standard permissions for all Contacts within a Client/Company.
Company/Client group permissions - Configure special access groups within each Client/Company.
Object specific permissions - Objects are defined as singular Projects, Tickets, Sales, or Retainers. Custom access settings can be applied to individual objects to allow, for example, a client to see the budget of one project but not another.