Portal: set default access for all clients
complete
M
Melissa Kelley
Would it be possible to have an option to set default portal access for my account rather than have to set it each time I create a project? Every project, for me, is going to give the client full portal access. Another time-saver, and another thing I won't have to remember to do.
Thanks!
M
Melissa Kelley
Geoff Mina, what Jaclyn says below is what I was looking for. It would also be nice to have an option to set the default when a new client is created to "prospect" and, finally, to have the option to set "Portal Access," "Invoice Contact," and "Default Contact" to automatically toggle "on."
All my clients are created automatically, so when I set up an agreement I have to remember to manually turn those contact features on.
J
Jaclyn Ionin
Geoff Mina - I see the toggle that is there now - but the options when we set up a project are full, read only, overview, or not visible - so can we have the ability to set one of those as the default? Because toggl-ing this feature on didn't change anything for me. I still have to switch every new project I create from Overview to Full and from Yes time worked is visible to No - time worked is hidden. Would seem to make sense to have the default preference settings/controls reflect the actual project settings. Even better - I'd love to be able to set preferences/defaults for diff project types - for example, I don't track hours for flat fee projects so clients don't need to see time worked on those, but for hourly projects, I would likely set the default to make time visible.
Geoff Mina
complete
Feature has been implemented. It is accessible in Workspace Settings --> Preferences --> Clients.
Kayla Walters
I think this already exists. It appeared under my preferences screen
Geoff Mina
Kayla Walters: Thanks for reminding me to mark this as complete! We just rolled it out yesterday.
J
Jsin
Yes PUHLEEZ!
Austin Morrow
Merged in a post:
Client's level of portal access within a project
M
Melissa Kelley
Hi! It would be very helpful to set the client's portal access level while a project is being created.
Right now, that has to be set after the project has been created, and the path to the dropdown is a bit obscure.
Thanks!
P
Paul McGregor
Another option could be to have "Add to / remove from client portal" as an action within the workflow templates so we could have rules about when to add or remove people.
N
Neo-scenic Designs
I agree this would be great to default some of the edit project settings based on user permissions. The client portal access and show time worked in portal