Ability to view client portal

Planned

Client Portal

tomorchard

To be able to see how a client's portal looks, and to be able to make changes etc as the client. Very handy if using it with them, or checking that everything looks ok before granting them access.

2 years ago

gareth_at_plannr

marked this post as Under Review

2 years ago

annakavanagh

Will the client be able to manage and restrict access if they wanted to? Without limited the feedthrough of information for example updating FF expenditure before a review meeting.

a year ago (edited)

tracy_holdt

marked this post as In Progress

4 months ago

tracy_holdt

marked this post as Planned

3 months ago

mark_gunter

This is a big one for me. Hopefully, this would include the fact-find and forms, etc.

3 months ago (edited)

emily_loveridge

Is this going to include being able to view when a client last logged in?

2 months ago (edited)

Hi there 👋

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Ability to view client portal