Different permissions for contacts within one client | Voters

Different permissions for contacts within one client

Kristie

Hi! One of my clients has three people that I'd like to have access to the client portal. One is the owner and I'd like her to be able to see invoices and time worked; the other two work for her and it would be great for them to see projects but not anything related to invoicing. It would be super helpful if I could change permissions for individual contacts and not have it apply to everyone within that client/company.

Thanks so much

March 28, 2023

Jennifer Yates

PLEASE for this one! So critical for individuals within a client to be able to view only the things that support their work and nothing private. ;)

Jaclyn Ionin

YES TO THIS!!!

Chérie Oduwole

Looking forward to this! I want to be able to give portal access to contacts and not just clients.

Nessa

Hoping this would be possible soon 🤞🏻

Mariah Maglalang

Yes this would be a game changer and is so necessary for our workflow! We have certain contacts within a client where we would want them to see everything EXCEPT billing/agreements. Then we also have some contacts under the same client who'd need to see invoices/agreements but wouldn't need to open support tickets or schedule meetings.

Currently we're limited to either managing agreements outside of Moxie (until this feature is implemented) OR limiting our Client portal only to billing/CEO type of contacts for access. It would be ideal if we could restrict access to certain users who are more of Project Managers/task collaborators so they have visibility into the project, but not any billing and sensitive information.

Krissa Trujillo

Yes! This would be amazing!

Kylie Garrett

I need this feature as well – thank you! 😊

Jay Flagg

I require the same functionality

Perry Kirkpatrick

Agreed! My main contact may not want their whole team seeing all the details of what they're paying me and our agreement and everything.

Dan Deibert

This is critical for me. Not everyone in my clients' org needs to see agreements, invoices, etc.

I can't really use the client portal until this ability exists.

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