Learn about the Client Portal security roles
The following information outlines what the two Client Portal security roles allow a user to do in the system. For demonstration purposes (screenshots) the user was assigned only the Contacts - View, Add and Edit Contacts security role to begin with, then each of the Client Portal security roles were assigned to her account individually, then removed before the next one was assigned.
Client Portal - View
With this role users can access the Client Portals area via the left menu to view the list of client portals. Users can also remove a client from the portal list.
Client Portal - Admin
With this role users can invite clients to use the portal. They do this in Contacts. Users CANNOT access the Client Portals area.
