Client portal: how to control what each user can do
Set which portal sections and actions each client user can access, either individually or through a shared default for the client.
The client portal lets your clients view and act on their own data — receptions, shipping orders, and more, depending on what you allow. You can now control exactly which portal actions each user can perform, or have them follow a shared default for their client.
Set the default permissions for a client
- Go to the Clients menu and open the client you want to configure.
- Open the Portal Access tab (Client default).
- For each portal section, choose which actions are allowed: View, Create, Edit, Submit, Import.
- Click Save. Any portal user for this client who is following the default will pick up these permissions automatically.
Fine-tune permissions for a specific portal user
- Open the client and go to the Users tab.
- Select the portal user you want to adjust.
- Turn off Follow client default to set custom permissions for this user, then choose their allowed actions per section.
- Click Save.
Note: existing portal users keep full access to everything they already had — nothing changes for them until you decide to restrict a section.