Customize Portal Access
Lauren Goettge
The ability to restrict whether a contact has permissions to view questions. Currently there is a box for 'files' and 'financials', but an additional customization for 'questions' would be great. For example, if you want to add a client's accountant so they can see financial reports, but you do not want them to see questions (and you do not want to enable assignable questions).
T
Trisha Byrnes
Our firm needs this so much! We have so many investors and asset managers added as users in our client portal, but we only want them to see financials and not questions.