Document access in Client Portal

Alan

Setting a client contact to have portal access and adding the Technical role can give clients access to all documents. Is there a way to control which documents they can and can't see? Even a check box perhaps to make it client visible…

Also, the list they get includes folders, and also every revision of the document (the same document is simply listed multiple times with each saved timestamp). I think ideally, only the latest revision should be visible (otherwise it's asking for confusion).

More of a bug, but embedded images viewed from the technician side are fine, but are broken in the client portal side.

wrongecho

It would be nice if this is configurable. Possibly default to show but you can hide on a per document basis. I can't find the forum post but someone did try here: itflow-org/itflow98

Note, this isn't to be mistaken for a client facing knowledgebase (we don't have one…yet) but more a way to be transparent with clients about their documentation. Personally, I believe clients own their docs and 99% of the time docs should be visible to them as they've usually paid for your time to create them anyway.

wrongecho

Also, the list they get includes folders, and also every revision of the document (the same document is simply listed multiple times with each saved timestamp). I think ideally, only the latest revision should be visible (otherwise it's asking for confusion).

itflow-org/itflow993 Should fix multiple docs showing, will look into images.

wrongecho

Is there a way to control which documents they can and can't see? Even a check box perhaps to make it client visible…

This will be added via itflow-org/itflow1035.

It will still default to client visible and needs to be changed on a per-document basis.