The Permissions module provides an option to create a custom permission group with users who should be hidden from clients in the Client Portal. This feature allows users to hide contacts who need to be connected to clients for administrative tasks, such as billing and scheduling, but should not be visible to the client in the “Client Portal Teams” menu, for messaging or any other communication.
Please note, system permission groups, such as “Hidden Contacts”, cannot be edited. By default, no system permission group allows users to hide clients from employees. However, custom permission groups can be created by duplicating a system permission group.
To create a permission group of contacts to be hidden in the Client Portal:
- Navigate to the Permissions module and click + New Group on the top right-hand side of the page
- Enter the information in the Details tab:
- Name: enter a permission group name
- Description: enter the description of the group
- Click Save New Group
- Click the Permissions tab
- Click the toggle to Hide Employee from Client Portal
- Click the Users tab:
- Enter the employee name to be assigned to this permission group under “Add Employees to this Group”
- Or, click Browse all employees not yet added to “Group name” to view a list of all employees and then click the checkbox next to the employee being added to this group
- Click Add Selected
- To remove an employee from this permission group, click the trash can icon next to the employee name