- Each person that you add to a client portal must have a unique, identifiable email address. - You can add a user to multiple portals, so they can easily access the different portals when they need to. - You can add one of your employees as a client portal user so that you can view and access the client portal as a client would. Your employee will then be able to view any tasks assigned to them as part of the client portal and any tasks that they have created. They won't be able to approve or reject any documents that haven't been assigned to them. They will, however, be able to view all documents listed within the client's portal. |