{"id":865,"date":"2023-04-11T12:42:49","date_gmt":"2023-04-11T09:42:49","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/using-the-client-portal\/"},"modified":"2024-08-12T14:30:15","modified_gmt":"2024-08-12T11:30:15","slug":"using-the-client-portal","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/using-the-client-portal\/","title":{"rendered":"Using the Client Portal"},"content":{"rendered":"\n<p>Using the Client Portal allows your customers to manage all invoices, make payments, create tickets, and manage other features in one place.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124926\/client-portal-2-1024x576.png\" alt=\"Using the Client portal on Akaunting\" class=\"wp-image-870\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124926\/client-portal-2-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124926\/client-portal-2-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124926\/client-portal-2-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124926\/client-portal-2-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124926\/client-portal-2.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Using the Client Portal:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on <strong>Sales <\/strong>in the Navigation Menu to reveal a drop-down.<\/li>\n\n\n\n<li>Select <strong>Customers.<\/strong><\/li>\n\n\n\n<li>From the Customers dashboard, click on <strong>New Customer<\/strong>.<\/li>\n\n\n\n<li>Enter the required customer details<\/li>\n\n\n\n<li>Tick the <strong>Can log-in <\/strong>checkbox to grant customer <strong>Client Portal Access<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"580\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12142832\/Screenshot-2024-08-12-at-14.07.48-1024x580.png\" alt=\"Tick the Can Login checkbox to grant customer access to the Client Portal\" class=\"wp-image-2683\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12142832\/Screenshot-2024-08-12-at-14.07.48-1024x580.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12142832\/Screenshot-2024-08-12-at-14.07.48-300x170.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12142832\/Screenshot-2024-08-12-at-14.07.48-768x435.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12142832\/Screenshot-2024-08-12-at-14.07.48-1536x869.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12142832\/Screenshot-2024-08-12-at-14.07.48.png 1820w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>Make sure the customer has an email address. They will receive an invitation link that allows them to access and manage payments and invoices.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Granting Client Portal Access to a User from Roles<\/h2>\n\n\n\n<p>You can also grant Client Portal access to a User\/Team member from the Roles page.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the <strong>Akaunting UI<\/strong>, Click on the <strong>Profile icon<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"24\" class=\"wp-image-869\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124522\/Screenshot-2023-04-11-at-12.44.56.png\" alt=\"profile icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124522\/Screenshot-2023-04-11-at-12.44.56.png 37w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124522\/Screenshot-2023-04-11-at-12.44.56-16x16.png 16w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> on the Sidebar.<\/li>\n\n\n\n<li>On the expanded Navigation panel, select <strong>Roles<\/strong> (<em>The default roles are Accounting, Customer, Manager, and Employee<\/em>)<\/li>\n\n\n\n<li>Click <strong>New Role.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"359\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1024x359.png\" alt=\"adding a new user role for client portal access\" class=\"wp-image-2679\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1024x359.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-300x105.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-768x270.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1536x539.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-2048x719.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter a Name and Description for the Role.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"417\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1024x417.png\" alt=\"defining a new role for client portal access\" class=\"wp-image-2681\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1024x417.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-300x122.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-768x313.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1536x626.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-2048x834.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click to expand the <strong>Special<\/strong> Access section.<\/li>\n\n\n\n<li>Tick the <strong>Client Portal<\/strong> checkbox.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"306\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124333\/Screenshot-2023-04-11-at-12.36.41-1024x306.png\" alt=\"Client Portal user access\" class=\"wp-image-867\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124333\/Screenshot-2023-04-11-at-12.36.41-1024x306.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124333\/Screenshot-2023-04-11-at-12.36.41-300x90.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124333\/Screenshot-2023-04-11-at-12.36.41-768x229.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124333\/Screenshot-2023-04-11-at-12.36.41.png 1213w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>Note that a User can&#8217;t have access to both the Client Portal and Admin Panel. Both features have different functions and are managed separately. You should create different Users for Admin Panel access and Client Portal access, respectively.<\/p>\n\n\n\n<p>Also, a User with Client Portal access can&#8217;t access other Features\/Pages on your Akaunting profile.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Using the Client Portal allows your customers to manage all invoices, make payments, create tickets, and manage other features in one place. Using the Client Portal: Make sure the customer has an email address. They will receive an invitation link that allows them to access and manage payments and invoices. Granting Client Portal Access to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":828,"menu_order":6,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-865","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=865"}],"version-history":[{"count":5,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/865\/revisions"}],"predecessor-version":[{"id":2685,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/865\/revisions\/2685"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/828"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=865"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}