Group Client for use in portal custom pages
R
Ruth Barrow
I have a few pages that I want to have in the client portals for only my careplan clients, as i have 50+ careplan clients, currently i have to add each one individually to the pages (and also remember to add/remove them when someone new signs up or cancels), it would be better if we can have client groups, e.g. Careplan Clients would be one, and then when i set up the custom page in the portal, everyone in that group would see this page.
Abdullah Geels
I have a similar use case, a part of my 120 clients work with me for different services, would be great to be able to have a separate portal based on groups of clients
Kayleigh Hall
Yes, or link portal groups to Projects, so when a project is started, the right pages appear in their portal.
Courtney V.
Great idea!