Formitize User Guide

Client Portal settings are currently only available via the Web Portal. Go to the Settings cog > Client Portal > Client Portal Settings.

If you are unable to access the settings, then you may need to opt in to the Client Portal module.

In these settings, you can:

• Edit the Client Portal display
• Edit what Job information you would like your clients to view
• Edit access to Invoices and Payments
• Edit access to Quotes and the ability to accept or decline them
• Add / Edit any webforms that you would like clients to access