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Setting permissions to your clients (client users)
Setting permissions to your clients (client users)
Updated over a year ago

Your client users are those who will receive documents for signing, get access to client portals and will receive your Proposals.

Client portal permissions

By default, your clients will have 'full portal access' which means that they will be able

  • to upload documents,

  • download and view documents

  • delete documents

  • sign documents that have been sent by you

  • invite other users to the portal

  • fill out webforms (if they exist in the portal) and

  • chat with you (if chat has been enabled)

You can restrict those access rights by changing them in the "manage portal users" panel

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Availability: Enterprise plans

As an enterprise client you can design your own client permission sets. These are useful if you use portals to automate complex client onboarding or registration journeys and want to limit access to specific steps in the workflows or features.

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