Per-Client Portal Feature Toggles
You can control which sections of the portal a specific client sees, independently of any other client, from that client's own profile.
Where to find the toggles
- Go to Clients and open the client you want to configure.
- Select the Portal Settings tab (it's the last tab, after Audit Log).
- Under "Client Portal Configuration," you'll see three switches.
The three toggles
Each switch saves the moment you select it; there is no separate save step. If a client's record predates this feature, all three default to on.
How this interacts with per-file sharing
A callout on the Portal Settings tab spells this out: document visibility is primarily managed per file in your Documents tab. Turning off the Documents Tab toggle here hides the whole section from the client's workspace. It's a section-level switch, not a replacement for deciding which individual files a client can see.
What stays visible regardless
Workspace Home and Task Status are not controlled by any toggle on this tab; clients always see them.
Note: Disabling Messaging here is enforced on both sides. The client's sidebar hides the Messages section, and the server also rejects any attempt to send a message for that client with "Messaging is not enabled on your portal," so it can't be bypassed by someone hitting the feature directly.