All updates
Feature
The office invites a client's team
In Settings › Access › Client portals, the “Team” column shows who works with each client and lets you invite their colleagues yourself: a housekeeper, an accountant…
Until now, only the client could invite their colleagues, from “My team” in their portal, and only if you had turned on “Can invite” for them. You can now do it for them, whether “Can invite” is on or not.
How to do it
- In Settings › Access › Client portals, the “Team” column shows how many people are in each client's team, or “Invite” when there is no one yet.
- One click opens the “Team” panel: the main contact, the people already invited (by the client or by you), their status and what they see.
- At the bottom of the panel, enter an email address and choose what the person sees: like the client, properties only or invoices only. The invitation is sent straight away.
- Each person's “…” menu keeps all the actions of the list: edit their rights section by section, resend the invitation, suspend, delete.
The rules stay the same
- The invited person sees the same client and the same properties as the main contact, and never more rights than them.
- The client sees them in “My team”, with “Added by” and the name of your company. They can neither remove them nor change their rights: only you can.
- Only the invited person receives an email. The invitation is recorded in My company › History.
The list keeps one row per client: the people in their team are in the panel, and the search finds them by their name or email address.