Ask, reply and learn. Join the community of Akaunting.
I am trying to add a dashboard That I created in admin to the client portal dashboard menu. I gave the customer permission to dashboard and the widgets I added to that extra dashboard.
I am stumped on how to add this to the client portal. Somebody available to help me?
Unfortunately, that's not possible.
Can reports be added to the client/customer portal?
Hi Aletta, I believe you can build a custom module that adds a menu to the Client Portal and then show your reports.
Maybe Denis can confirm this solution
Thank you Leonardo. I worked it out. I gave the client admin access. I created a second dashboard in admin and gave the client permission to that dashboard. I gave the clients permission to view common dashboards, widgets and one report. I added the common.dashboard link to the portal menu.
It opens the second admin dashboard nicely with widgets and a report link.
Showing 1 to 5 of 5 discussions