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Customize Client Portal Permission Sets

Specify what your clients have access to view

Written by Michael Schwabe
Updated yesterday

Two important settings are available that help to define which reports a client can be offered on their Client Portal.

  • First, Team Managers can limit report availability.

  • Next, the advisor can mix and match available reports to customize a permission set.

Please note: This setting is not universally accessible. Its availability depends on your compliance requirements and firm's settings. If you cannot access this page, it means your organization has restricted its availability.

Report Availability

Customize the reports available to advisors:

  1. Access the Team Settings page by clicking the advisor likeness in the upper right area and select Team Settings.

  2. Click the Client Portal tab.

  3. Select or deselect the reports that the Team Manager permits for the advisors on the account.

  4. Click "Update" to save your settings. This adjustment applies to the entire account.

Advisor Customizes Permission Sets

Client portal permission sets are intended to show the client the report(s) that the advisor wishes for them to view from the reports made available to them by their Team Managers.

  1. Enter into User Preferences. (Also accessed by clicking the Client Portal panel action menu on the Household Summary page.)

  2. Click Client Portal.

  3. Click "Create New".

  4. Enter a relevant name for the new permission set.

  5. Click the desired pages that client's are permitted to view.

  6. Press "Create" at the bottom of the interface window.

Please note: If "Suggesting" is selected as part of a larger group of additional reports, the client will only see Suggesting mode. Suggesting mode cannot be combined with other reports. Learn more details about Suggesting mode: Click Here.

Using the Custom Client Portal Permission Sets

Assign the custom portal permission set from the portal permissions interface.

  • Open a household

  • Click on a member

  • Click the Client Portal tab (Sidebar) or the Client Portal Share icon (curved arrow on the modal window)

  • Select the desired permission set

  • If desired, enter Preview mode to view what the client will see by clicking the preview icon (blue box with arrow)

  • Generate the link and email it to the client

Changing Permission Sets

Open the current Client Portal interface. Change the permission and click Update. The client will see the new permission sets take effect.

4/2026

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