Ability to toggle client portal sections

In the same way that I can toggle "Wealth" when controlling a client's access, it would be useful if I can also control other sections. For example, I already have a documents sharing facility outside of Plannr so, until or unless I migrate all my files to Plannr, I might want to disable the "Documents" section.

Ability to toggle the wealth widgets on the client portal i.e. Income, expenditure

Area of the system
-

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Client Portal

Date

Almost 2 years ago

Author

Paul Grant

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