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Array
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6.0 - Client Area - Knowledgebase - WHMCS Dev
Dev License: This installation of WHMCS is running under a Development License and is not authorized to be used for production use. Please report any cases of abuse to abuse@whmcs.com

6.0 - Client Area Print

  • 3

Version 1.7+

Client Project Portal

The Client Project Portal provides your clients with an interface for viewing and contributing to a client assigned project. Permissions for client visiblity are determined on a per-project basis, including granular controls for allowing limited Action, File, and Topic read / write access.

From within the Client Portal a new "My Projects" button has been added to the main menu bar. Clicking on "My Projects" will load the Project Dashboard showing a snapshot of the most recent project activity, similar to the Administration Project Dashboard.

Client Permissions

Client access to client assigned projects is controled on the project level from the wbTeamPro administrative interface. To learn more about managing permissions reference section 3.2 - Managing Access.

Project View
Project Actions Tree
Project Action View
Project Action Edit
Project Tickets List
Project Files List
Project File Thread Edit
Project Discussion List
Project Discussion Thread Edit

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