Client Portal
When the client portal is enabled, your clients can view their account plans and request updates-all from their client portal login.
Enabling the Client Portalโ
- Go to Account Planning โ Settings.
- Check Enable client portal view for account plans.
- Click Save.
What Clients Seeโ
Account Planning Menuโ
- Clients see Account Planning in their client portal sidebar.
- Clicking it opens a list of their account plans.
Plans Listโ
The list shows:
- ID โ Plan number
- Subject โ Plan title
- Plan Status โ Draft, In Progress, Review, Completed, Archived
- Date โ Plan period
- View โ Button to open the plan
Only plans for their client account are visible.
Viewing a Planโ
When a client clicks View on a plan:
- They see the plan in read-only mode.
- They can browse tabs (Due Diligence, Team Information, Planning, etc.).
- They cannot edit anything.
Request Updateโ
Clients can request that staff update the plan:
- While viewing a plan, they click Request update (or similar).
- A request is sent to staff.
- Staff see an alert on the plan: "Client requested plan update โ X pending request(s)."
- Staff can Mark as handled when the update is done.
Mobile-Friendlyโ
The client portal views are designed to work on mobile devices:
- Tables use responsive layout.
- Buttons and links are touch-friendly.
- Content adapts to smaller screens.
Permissionsโ
- Client portal access is controlled by the Enable client portal view setting.
- Staff permissions (View, Create, Edit, Delete) do not affect what clients see.
- Clients only see plans for their own account.
Disabling the Client Portalโ
- Go to Account Planning โ Settings.
- Uncheck Enable client portal view for account plans.
- Save.
The Account Planning menu will no longer appear in the client portal.