Include the Client Projects and Client Portal in the Client Top Menu
complete
Paul Burns
When you are in a client, it would be convenient to click on a menu option at the top of their page, to see their projects (filtered just for them).
Likewise, being able to go into their portal, to see their portal, while in their profile, without having to go into the settings, portal, permissions, and view as...
Geoff Mina
complete
Those are both right on that screen.
The project list is directly below your mock up box.
Right under the client name there is a link for “view portal” to jump into the portal as that client.
Paul Burns
Geoff Mina Got it.. thank you.
Paul Burns
I had been looking here... my bad.. thanks