Connect - Admin: Settings - Client Portal Options and Features

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Available Settings

You can control which features clients have access to in the Client Portal by configuring the Client Portal Settings page:

To manage these settings:

1. Go to Admin > Settings > Client Portal Settings.
   
2. Use the toggle switches to enable or disable access to each feature.

Clients can be given access to features such as:

1. View jobs
2. View the jobs details timeline
3. View cases
4. View proposed works
5. View documents
6. View credit control
7. View meetings
8. View development information
9. View development news
10. Access payments
11. Vote on proposed works and see votes cast
12. Raise cases
13. Set up direct debits
14. View budgets
    

By default, all features are enabled. To disable a feature, toggle it to the Off position — this will remove it from the client’s view in their portal.

A confirmation message appears in the top right corner when a setting is updated:

Adding a ‘Get in Touch’ Link

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1. At the bottom of the settings screen, you'll find a field labelled Get in Touch link:
   
   
   
   
2. Enter a URL for a support or contact page.
   
   
3. This link will appear in the footer of the Client Portal.
   
   
4. Clients can click Get in Touch to access your contact page:
   
   
   

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