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Privacy question... Can individual projects be segmented from one another?

mark 1 year ago updated 1 year ago 2

We have a client that needs to keep each of their projects, and the researchers for each project, segmented. However, if we set up a single client with multiple contacts, they could go into the portal and see all of each other's projects. Is there a way to keep each project isolated? Any suggestions would be helpful! Maybe the answer is to eliminate access to the client portal? Are there any other thoughts?

Hi Mark,

Each client contact person can be set up to see only their quotes/projects. Just open the contact person and set the option for them to manage Only related quotes/projects:

Image 2479

Awesome. Thanks for pointing that out!