Portal Permissions
Control what clients can see and do.
Permission Levels
Viewer
- View reports
- View approved content
- View files
Editor
- Approve/reject content
- Upload files
- Add comments
Admin
- Manage portal users
- Configure settings
- Full access
Feature Permissions
Per-feature control:
| Feature | View | Edit | Manage |
|---|---|---|---|
| Reports | ✓ | - | - |
| Content | ✓ | ✓ | ✓ |
| Files | ✓ | ✓ | ✓ |
| Invoices | ✓ | - | - |
Setting Permissions
- Open portal settings
- Go to Users
- Select user
- Assign permission level
- Save
Continue to Integrations →