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This article has moved. The Portal Permissions tab is now covered for every delivery method in <a href="https://leadexechelp.clickpointsoftware.com/en/articles/6214648">Portal Permissions Tab: Control What Buyers See in the Lead Portal</a>.

Client Portal user ping post settings for IVR calls, File Attachments, and Analytic Data.

Ping Post Portal Permissions Tab

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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