Client portal configuration

Choose firm defaults or a company’s overrides. Preview the saved client experience before changing presentation, features or profile assignments.

Firm defaults

Preview saved client view

Firm portal defaults

Profiles change presentation. Role permissions and Business OS subscriptions remain separate. Turning off a new action preserves authorised access to existing records.

Changes set defaults for the firm. Company policies can override delegated choices.

Presentation

Default profileMaximum detail

Section defaults

Overview: visibility

To do: visibility

Documents: visibilityDocuments: detail

Deadlines: visibility

Reports: visibilityReports: detail

Payroll: visibilityPayroll: detail

Fees: visibility

Your services: visibilityYour services: detail

Messages: visibility

Bank statements: visibility

Connections: visibility

Activity: visibility

Company settings: visibility

Client actions and delegation

Choose which actions clients can start and who may configure them.

Bank account managementAllow client administrators to configure this action within firm policy

Payroll change submissionsAllow client administrators to configure this action within firm policy

Business catalogue visibility

Create a reusable profile

Saved profiles are immutable snapshots. Create a new profile to change an assigned template.

NamePrevious revision

Enter the complete new configuration below. Existing assignments remain on the previous revision.

Start fromDefault detail

Customise detail

DocumentsReportsPayrollYour services

Customise sections

Required actions remain reachable regardless of these choices.

OverviewTo doDocumentsDeadlinesReportsPayrollFeesYour servicesMessagesBank statementsConnectionsActivityCompany settings

Profile revisions

Policy history

Firm or selected company policy changes. Personal preferences are private.

Scheduled assignments · whole firm

This list includes all firm schedules, including companies outside the selected policy scope.

Assign profiles and review assignment history

Roll out a portal profile

Change the default profile for up to 100 named companies. Personal choices, section overrides, detail limits and bank/payroll controls stay in place. Preview shows company defaults, not an individual client's effective view.

Client portal configuration

Firm defaults

Firm portal defaults

Presentation

Client actions and delegation

Business OS packages · Firm policy

Create a reusable profile

Roll out a portal profile