Client Portal > Advanced Permissions for Client Portal users

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A Smarter, Cleaner Client Portal Just for You!

We have made the Client Portal even more personalised! Now, you’ll only see the apps and features that are active and relevant to you, resulting in a simpler, cleaner, and easier-to-navigate experience.

👀 What’s New?

🎯 Only See What Matters

  1. Apps like Courses, Affiliates, Invoices, Estimates, and Contracts will now only appear when:
  2. The app permission is enabled by the Client Portal owner.
  3. When the app permission is enabled, there is something new or active for you within the app (such as a course to view or an invoice to check).
  4. If there is nothing waiting for you in a particular app, it will remain hidden, keeping your portal neat and easy to use.

For Client Portal Users (Contacts)

  • Clean, Focused Experience – No more empty apps or confusing links. You’ll only see child apps that you have accessed and content to view. For example, you will see courses as a child app only after purchasing your first course.
  • Personalised Navigation – The Client Portal now feels custom-made for your journey. You’ll never navigate to an empty app.
  • Less Clutter, More Clarity – Not seeing something? That means there’s nothing new for you there—no guesswork, just a straightforward experience.

This update also brings significant advantages for those managing the portal:

  • Total Control Over What Users See – You decide which apps are activated. If you disable an app at the location level, it won’t appear for anyone—even if users have access to some content within it.
  • Smarter Visibility = Better Engagement – By displaying only the features relevant to users, you’re providing a more targeted and meaningful experience, leading to higher engagement and fewer questions.
  • Simplified Interface, Less Support Overhead – With a cleaner interface, your users won’t be confused by empty or irrelevant pages, resulting in fewer support requests and a smoother onboarding process.
  • Dynamic, Real-Time Updates – As soon as you assign access or activate a feature, it automatically appears for the user—no manual configuration required.
  • A Cleaner, More Enjoyable Experience: Your users will appreciate a portal that shows only what’s useful to them—nothing more, nothing less.

Powerful Admin Flexibility: Client Portal Owners can confidently manage access and visibility, knowing users only see what has been approved and activated.

  • A Portal That Grows With You: As your business or organisation adds more features, the portal adapts—growing smarter without adding clutter.