Access settings in the Client Portal
Created:
2018-07-03
Last updated: 2019-12-16
Last updated: 2019-12-16
Post view count: 1460
In the Client Portal everyone with access can add posts. If you're working with individual clients, then only one person will use the portal.
But if your clients are companies, all employees can add posts, as long as their email addresses are added as a contact on client's card.
If your client's employees should have access only to their own posts, do the following:
If the checkbox is not marked, then all client's posts will be displayed to all contacts.
But if your clients are companies, all employees can add posts, as long as their email addresses are added as a contact on client's card.
If your client's employees should have access only to their own posts, do the following:
- select CRM/Clients and choose a client, whose employees should have limited access
- click on Edit in top right corner and unfold More options
- mark Messages visible only for user checkbox
- click on Save
If the checkbox is not marked, then all client's posts will be displayed to all contacts.
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