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.
Geoff Mina
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.