By default, clients will have access to their portfolio features, which allow them to view their data and run reports.
You can also decide whether clients see other features, such as:
- Community - network with IP professionals.
- Academy - learn about IP.
- Service Hub - place orders for IP work.
- Tutorial - helpful guides to the product.
Toggle these on (blue) or off (grey) to your preference.
In the Contacts (1), select a specific client. In the settings (2), you can control additional features, such as:
- Turning on renewal notifications
- Enabling email reminders for the client
- Set up currency markup for conversions
- Change access roles
