HomeManualPeople & portals2.10 Client Portal admin

2.10 Client Portal admin

What it is for. Where you grant, copy, send, restrict and revoke client portal access.

What you see. Four tiles — total clients, active portals, pending invites, revoked — then a row per customer with their access state and the actions.

Remember the view-only caveat from the Client Portal section: the setting saves but does not restrict anything. Revoke is the control that works.