Overview
Client Portal permissions control what a contact can do after they are invited to the portal. These permissions help you give each person the right level of access without giving everyone full control.
There are four working permission types: basic portal access, file access, message access, and user management access. The system also adds basic sign-in access automatically when a portal user is invited.
How To
Open the permission settings in one of these ways:
Set permissions when you invite the contact to the Client Portal.
Set permissions in the contact invite automation.
Open the Client Portal and update the user there.
If a contact already has user-management access, they can also open the Client Portal and change permissions for other users.
Permission Options
Permission Name | Functionality |
Access and manage billing settings | Lets the user manage billing settings. (Feature Coming Soon) |
View and upload shared files | Lets the user open specific files, upload files, and use protected file actions in the portal. |
View all team communications | Lets the user view client messages in the client portal. |
Add, manage, or delete other users | Lets the user invite portal users, update user permissions, and remove portal users. |
Keep in mind how invites work
When a contact is invited, the system automatically adds baseline access needed for sign-in.
In practice, this means invited users always get the basic access required to enter the portal and complete tasks show in the client portal.
Task visibility and completion is a default permission scope when a contact is added to the client portal, and cannot be removed.