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- Allow Attachment Controls: Client Portal users can have controlled access to attachments. Depending on your preferences, restrictions can be imposed to prevent them from uploading, editing, or deleting attachments. However, they retain the privilege of viewing attachments in a read-only mode. This restriction can be applied universally, regardless of the approval status, or solely before contracts are approved.
Furthermore, you can limit access to viewing and downloading the attachment within the client portal only after it's been approved.
- Allow feature "Client Portal": This is where you can enable the Client Portal feature from settings.
- Allow Client Portal Users to Sign up: The administrator now has the flexibility to enable or disable the sign-up feature for Client Portal users through system preferences, and to specify the type of access granted to users signing up (client, collaborator, or both). During the sign-up process, the system will automatically verify the number of licenses available, and if the user is unable to create a new account, they will be notified and prompted to contact the administrator for further assistance.
- Enable Multi-factor Authentication
- Allow Clients to Add Comments in the Contract: Restrict client portal users from adding notes on contracts.
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