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Refined Client Portal Access Settings

Feature Request

  • A one-stop shop to see what a client has access to across their projects, resend portal invites etc.

  • Ability to more finely tune and clearly see overall client portal access: if a client has multiple projects the ability to hide one of the projects from the portal

  • Ability to hide a project from one stakeholder, and adjust portal view settings per stakeholder

  • Existing list under comms is super helpful, but ideally relocated from the Comms->client chat settings - we’re always nervous we’re adjusting settings for that comm, not that project in it’s entirety, and we have to create a client-facing chat in order to access those settings at all

  • Client Portal preview - so we can see what they’re seeing and confirm settings are as expected

3 comments

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Comments3

  • Timothy Murenzi

    Team•

    Oct 13

    Thanks for the context! We are thinking of some solutions and will update you as we brainstorm!

    • Bronze Fox

      •

      Oct 13

      Thank you thank you!!

  • Bronze Fox

    •

    Oct 13

    popping in with an extra comment to say it would be really great if the portal was controlled per project (like under the project’s settings!) rather than per contact (under the client’s profile!) - that might help with part of this?