/
Showing cases on the Portal

Showing cases on the Portal

Access to view a case on the portal can be limited by the stage or status it is currently at

Within the required stage/status use this toggle to allow the case to be seen on the portal

Should this be unticked the user will still be able to login to the portal, however would not be able to see a case at that stage

 

 

 

Related content

Portals
Read with this
Automated Trigger
Automated Trigger
More like this
How to use Portal (Webinar Video)
How to use Portal (Webinar Video)
Read with this
Access details to demo site
Access details to demo site
More like this
Creating a new introducer profile
Creating a new introducer profile
Read with this
How to Invite Applicant 2 to finova Client Portal
How to Invite Applicant 2 to finova Client Portal
More like this