Objectives:
- Grant CP users permissions for specific request types
Steps:
Admin users can grant Client Portal users specific permissions for Core or Contra, allowing you to decide whether a CP user can view matter requests, contract requests, or both.
1. Navigate to Settings → Client Portal → Manage Clients.
2. Apply Permissions
You can apply permissions to a new client or edit an existing client's access.
Click on the client's name to open the edit page.
3. Set Access Type
Under the Access Type section, grant the client the necessary permissions to access Core, Contra, or both request types.
Only clients can be granted access, as collaborators will have default access to Contra only.
Below is an example of a Client Portal page displaying only Core requests.
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