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Everyone who needs access to a client portal will need to be set up as a user first.
Users can have full access to the client portal, and they'll see everything in the portal.
Users who are contributors will only be able to see documents and tasks that are shared with them, i.e., they have restricted access.
You can create a new user when you're creating or editing a portal, and when creating a task. The way you create a new user is the same no matter where you start from.
In the Create Portal, Edit Portal or Create Task page, click + Add a full access user or + Add a contributor.
Click + Create new user.
Enter a unique Email address for the new user.
Select the status of the new user to be either Full access or Contributor, as required.
Click Create, then Add.
Create client portals
About client portals
View a list of client portals
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