Customize client portal by client
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Gordon Werner
This is probably a big ask. Does it make sense to be able to customize a client portal by client? I'd even take it a step further and want customization by user. I have a couple of clients with multiple contacts. Those contacts have different roles. Accounting would only see invoices. A project manager would only see projects. A owner could see all.
Geoff Mina
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This mostly exists now.
Victory Harbin
I am thinking that with the custom pages, you could enable certain page for certain clients only.
Austin Morrow
Victory Harbin: We now support client specific custom pages.
Paul Burns
Austin Morrow: Client specific for custom pages is great, but I don't want everyone who access XYZ portal to see eg. the agreement.. so it would be by the email address were we can set up custom feature access. SO I can set up my default to show everything, but for XYZ user I can adjust them to not show invoices. HOWEVER, everyone sees all the custom pages... we can't set individual customer pages to be seen by one user, but not another. (If I am not mistaken).
Geoff Mina
We currently support customizing permissions by client - but we don’t have the ability to control in a per user basis right now.
The use case makes sense.
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Gordon Werner
Geoff Mina:Where is the client permissions? I'm sorry I'm not seeing it.
Geoff Mina
Gordon Werner: Here is a quick video that shows how it works.
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Gordon Werner
Geoff Mina: Thanks for the quick reply. I didn't realize that was clickable.