Within the Administration tab, you’ll find the Client Portal Settings option, granting administrators control over client visibility and functionality.
Here’s how it works:
Client Portal Access: The admin can turn this on or off. When it’s off, clients can’t use the portal, and they’ll see a message to contact the admin if they try to access it.
Specific Controls: The admin can also be very specific:
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Dashboard: This controls whether clients can see the dashboard.
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Client Tasks (Work): This decides if clients can check their tasks.
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Bright Desk (Mails, Tickets): It manages access to emails and tickets.
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Documents: This sets whether clients can access documents.
In a nutshell, Client Portal Settings help admins customize what their clients can do and see, giving them flexibility to choose what’s available in the portal.