Whenever you add a contact to your Open To Close account, you can invite them to their own Client Portal View. This allows them to see various information regarding the transaction(s) they are part of.
If you have already created all your client portal roles, jump ahead to this section about permissions: Assigning Permissions to a Client Portal Role.
For Example:
You can create a role for the Buyer and give the Buyer role any permission that allows the Buyer to see the information that pertains to their transaction. That same transaction might have another portal role for the Inspector, but the Inspector role will have different permissions because they don't need to see the same information that the Buyer does.
Creating New Client Portal Roles
The first thing you want to do is add a client portal role for each of the different contact types you work with on your various transactions. Create client portal roles for anyone you want to have a read-only view of the transaction and its progress.
Step 1:
Go to your Organization & Users under your Settings (gear icon) and select Portal Roles from the right side.
Step 2:
Type in the portal role you need to create and click Add Role. The role will automatically be added to the list of roles under the Filter Portal Roles option.
Repeat these two steps until you have all of the different client portal roles that will be a part of any type of transaction you will work on. Once that is done, move on to the next section of this article to learn about assigning permissions to each role.
Assigning Permissions to a Client Portal Role
Client portal role permissions can be set up either from the Organization menu or the More tab inside the transaction by clicking on Access.
Go to the Portal Roles, and click the Permissions link next to any of the roles in your Organization. This will open a side panel to the left where you can start adding permissions for that portal role.
If you accidentally add a permission, you can always click on the trash icon to remove it from that role.
Here are the Available Permissions you can select.
Timeline - these are the transaction dates such as closing, EM due date, inspection date, etc.
Details - these are the property fields such as Contract Status, Contract Client Type, Property Access, etc.
Contacts - these are the contacts involved in the transaction which can be Buyer, Seller, Lender, etc. If you only want the client portal user to see specific contacts, add the contact role, and select what type of information is displayed; personal and/or business.
If no contact roles are selected, then all of the contacts on the property will be listed.
Documents - there are two types of document permissions: the ability to upload documents and the ability to download documents.
Tasks - these are the tasks that can be added to the client portal user: Completed, Scheduled, Unscheduled.
Note - This is any transaction note. Always check if the EX button on the transaction is grayed out or enabled (charcoal gray). Once the EX button is enabled, transaction notes will NOT appear in the client or agent portal.
