Advanced Permissions Enhance Client Portal Experience

Advanced Permissions for Client Portal Users: A Smarter, Cleaner Experience

Discover a new level of simplicity with our latest enhancement to the Client Portal! Whether you're a user or an owner, the updated portal promises a tailored, efficient experience by displaying only the apps and features relevant to you.

What's New?

Only See What Matters

1. Relevant Apps Only: Apps such as Courses, Affiliates, Invoices, Estimates, and Contracts will only appear when:

   • The client portal owner enables the app permission.
   • There’s new or active content for you, like a course to view or an invoice to check.

2. Streamlined Display: If there’s no active content, the app remains hidden. This maintains a sleek and user-friendly portal interface.

Benefits for Client Portal Users

• Clean, Focused Experience: You'll only see apps with accessible content. For instance, courses will appear only after purchasing your first course.

• Personalized Navigation: Navigate easily without the hassle of empty apps or confusing links. Your portal feels custom-made for your needs.

• Less Clutter, More Clarity: A straightforward portal experience with no unnecessary guesswork—if an app doesn’t show, it means there's nothing new for you.

Advantages for Client Portal Owners

• Total Control Over Visibility: Decide which apps users see. Disabled apps won’t appear, even if users access some content.

• Enhanced User Engagement: By showing only relevant features, users enjoy a more targeted experience, increasing engagement and reducing inquiries.

• Simplified Interface, Less Support: A cleaner interface minimizes user confusion and support requests, offering a smoother onboarding flow.

• Dynamic, Real-Time Updates: User access and feature activation reflect instantly—no manual updates needed.

Why This Matters

• Cleaner, More Enjoyable Experience: Users will value a portal that presents only necessary and useful information.

• Admin Flexibility: Portal owners can confidently manage visibility, ensuring users see only approved and active features.

• Adaptive Growth: As your organization grows and adds features, the portal evolves seamlessly, staying organized without clutter.

Experience a Client Portal that adapts to you and your business's evolving needs for a streamlined, engaging experience.

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