All updates
Feature
Client portals: invite several clients, import and export accesses
Settings › Access › Client portals now works like users: invite several clients at once, each with their own sections, or import an Excel sheet.
Invite several clients
- One row per contact: the client (chosen from the list or typed in: their record is then created in Finance › Clients), the email, the contact name and the open sections.
- “Same sections for everyone” sets the sections of every row in one click; each row can still be changed.
- “Paste a list” accepts one address per line, or “client; email; name”.
- “Send the invitations” sends them straight away; “Create without sending” creates the accesses as “To invite”, to invite later.
Import and export
- “Import a file” reads an Excel or CSV sheet: client, email, name, then one column per section (Hidden, View or Edit).
- The template to download offers your clients and the levels of each section in drop-down menus.
- “Export” gives the current accesses in the same format: edit the file, then import it again to update the sections of several clients at once.