For agencies📥 Portal, Import & Reports
Decide who at a customer can see jobs
Approve, widen or block the people who sign in to a customer's request portal.
Sending a request needs nothing from you. Seeing jobs does, because a job shows the consumer's name. Portal people lists everyone who has signed in to a customer's portal and exactly what each one can see.
Step by step
- 1Open the customer's Portal tab and look under Portal people.
- 2Each person shows where they stand: "Sees their own jobs", "Sees all of this customer's jobs", "Can request, waiting for approval to see jobs", or "Blocked".
- 3Click "Approve to see jobs" for someone who is waiting. They then see the jobs booked under their name, matched by their email to one of this customer's requestors.
- 4Click "Give See all" for someone who should see every job for this customer, like a scheduler who books for a whole department. "Turn off See all" takes it back.
- 5Click "Block" to shut one person out without touching anyone else at the customer. "Unblock" gives them back exactly what they had.
Tips
- Someone whose email already matches one of this customer's requestors can see their own jobs from their very first sign-in. Nobody else is ever approved automatically, not even after you book their request.
- When someone new signs in and is waiting for approval, you get a notification and the customer's Portal tab shows a badge.
- Approved but marked "Not matched to a requestor yet"? They have no jobs to see until their email is on one of this customer's requestors (the Requestors tab) or you give them See all.
- People who can't see jobs yet still get emails about their own requests: received, booked or turned down.
- Managing portal people needs Customers access at the Manage level.
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