In every portal
Roles & permissions.
Your client's own team signs in with roles below Admin, each opening only the pages ticked for it.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
portal.yourcompany.com/admin
Admin
Roles & permissions
Search…AskTeam view
Page
Admin
Member
Bookkeeper
Contractor
Tasks
Planner
Reporting
Hours & cost
Files
Correspondence
Settings
Bookkeepers can now open Hours & cost — nothing else changed
How it works.
1
Name the roles
Member, Bookkeeper, Contractor — whatever the business uses.
2
Tick the pages
Each role opens only what's ticked.
3
Done
The sidebar changes for everyone in that role, instantly.
What you get
- Roles like Member, Bookkeeper or Contractor
- A different sidebar per role
- Only an Admin changes who sees what