Client Groups and Rights
In this section, you can manage access to the Client Portal areas for different client groups or specific clients.
To add a new client group, click the Add button. For more details, see the Add a client group guide.
Edit the default view or create a new one. For details, see the Classic views article.
Use the filters on the left to narrow down your search.
To open the client group page, click on it. Click the
icon to open it in edit mode.To delete a client group, click the
icon next to it.Select one or several checkboxes in the left-hand column and click the
icon in the header to open a dropdown of applicable actions:
Click the Duplicate button to create one or several client groups with the same settings. If you select one group, you will be directed to the newly created user group page. If you select several groups, the new user groups will be displayed on the list marked with numbers.
If a client’s contact person is assigned specific access rights in the contact person profile > Account Data tab, a new group will automatically be displayed in the Group Rights list. This group’s name will consist of the related contact person’s name and client ID and will not be selectable in the client profile > Main Data tab > System Accounts tab > Access rights. To find out more about assigning rights to a client contact person, see the Account Data tab article.
