Managing client visibility in your Client Portal
Overview:
Customize what your clients see in your portal by setting a default grouping and managing column visibility. This allows you to present only the necessary information to your clients while keeping internal details private.
Step-by-Step Instructions:
Choose the Portal:
From the Client Portals section, select the portal you wish to modify.
Edit Group By Settings:
Navigate to the Group By Settings.
Change the default grouping option (e.g., switch from status to priority, project, or list).
Disable any grouping options you don’t want your clients to see. These settings will remain internal to your team.
Save & Refresh:
Save your changes.
Refresh the portal to verify that the client’s view now only shows the default grouping you set (for example, only grouping by status).
Manage Columns:
Go to the Manage Columns section.
Remove columns that you don’t want visible to your client (e.g., the assignee column).
Save your changes.
Review the Client View:
Check the client’s view to ensure it displays only the intended groupings and columns.
Watch Video here: