Workflow Automation to grant client access to portal
A
Angela Zachary
A workflow automation to grant access to a client only after they pay their invoice and sign the contract, instead of me having to manually give them access. With the current manual process, it's easy to give access too early to someone who doesn't become a client or forget to give access to a client who's just signed on.
L
Laura Fellows
Can I also add to this that it would be great to be able to select which pages to give clients access to - if a service has specific pages in the client portal, then it could be automated within the workflow to grant them access to only those ones, making the onboarding process simpler with less manual tasks for the business owner to do.
Geoff Mina
Merged in a post:
Grant Access to Custom Pages with Workflow
Eddings & Co
A workflow automation to grant access to custom pages to a client as part of an automated onboarding experience
Geoff Mina
Thanks for the suggestion, please search for existing features before adding new ones, or you just split the vote unless we see there is a duplicate! I'll go ahead and merge this.