All updates
Feature
Your clients invite their team to their portal
A client can now give their colleagues access to their portal: their housekeeper, their accountant, a partner. You choose who can invite, and you are notified of every invitation.
On the office side
- Settings › Access › Client portals › “…” › Edit: new “Can invite their team” switch. It is off by default; you turn it on contact by contact.
- The bell lets you know when a client invites or removes someone, and the line is written in My company › History. You can turn this notification off in Organisation › Notifications.
- In the Client portals list, each person invited by a client shows “Invited by …”. You can still edit or suspend them.
On the client side
- A new “My team” section in the menu of their portal, with the list of people and their status: Active, Invitation sent, Removed.
- “Invite someone”: a name, an email address, then what they can see. Three ready-made profiles (Like me, Properties only, Invoices only) or a section-by-section setting.
- Never more than their own rights, and only the client's properties. “Reports & invoices” can stay hidden for an invited person, for example a housekeeper who must not see the prices.
- The client resends an invitation, cancels it, or removes an access. An invited person cannot invite in turn, unless you allow it.