How do I edit/change the Client Portal settings for a contact? : Formitize Help Desk

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How do I edit/change the Client Portal settings for a contact? Print

Modified on: Tue, 16 Sep, 2025 at 10:09 AM

To edit or change the setting for an individual contact you are able to do this in Web Portal by going to the CRM > All Contacts > select the Edit Arrow for the contact > select the Client Portal symbol.

After opening the Client Portal Settings, you will be able to select what you'd like enabled/disabled for your client.

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How do I edit/change the Client Portal settings for a contact? Print

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