Access App Permissions in Client Portal Settings
App Permissions are managed from the Client Portal settings area.
Steps
Go to Sites.
Select Client Portal.
Open Settings.
Click App Permissions.
Enable or Disable Apps for the Client Portal
You can control which apps appear in the Client Portal for users.
Available Apps
Communities
Courses
Affiliates
Billing & Subscription
Contracts
Estimates
Shared Files
How It Works
Enabled apps are visible and accessible in the Client Portal.
Disabled apps are hidden, even if users have access elsewhere.
Disabling an app does not delete any data.
Steps
Open App Permissions.
Review the list of available apps.
Check or uncheck the box next to each app.
Click Save Settings.
Set a Default Landing Page
You can choose which app users see first when they log in to the Client Portal.
Why This Matters
Directs clients to the most important app
Reduces confusion and extra navigation
Steps
Scroll to Select default landing page.
Open the dropdown.
Choose the app you want as the default.
Save your settings.
Access Email Notification Settings
Email notifications for Client Portal apps are managed separately.
Steps
Go to Sites > Client Portal > Settings.
Select Email Settings.
Manage Email Notifications by App
You can enable or disable email notifications for specific Client Portal apps.
Supported Areas
Client Portal
Communities
Certificates
Courses
What You Can Control
Group invitations
Membership approval or rejection
Comments, likes, and tags
Admin notifications
Disabling notifications only stops emails. It does not affect app access.
Customize Email Templates
Each notification can be customized using existing templates.
What You Can Edit
Email text
Layout
Branding elements
Template selection
Steps
Click the template option next to a notification.
Select a template.
Save your changes.
Common Issues and Fixes
Issue: An app is missing in the Client Portal
Confirm the app is enabled under App Permissions.
Issue: Users land on the wrong page after login
Update the default landing page selection.
Issue: Too many emails are being sent
Disable unnecessary notifications in Email Settings.
FAQ
Can I change the default landing page later?
Yes. You can update the default landing page anytime from App Permissions.
What happens if I disable an app by mistake?
You can re-enable it instantly. No data is lost.
Does disabling an app delete user data?
No. Disabling an app only hides it from the Client Portal interface.
Will turning off notifications affect app access?
No. Notifications and app access are separate settings.
Can I customize email branding and layout?
Yes. Use the Email template selector to customize content, layout, and branding.