Client Portal
Would it be possible to add a feature where users (in addition to administrators) can send clients paperwork through the portal?
1
vote
Eugenie Helmka
shared this idea
Under a staff member’s permissions, there’s a checkbox under Default Permissions that allows the user to invite clients to the portal and manage intake forms, including sending, receiving, and revoking intake forms. You can learn more about permissions here: https://theranest.zendesk.com/hc/en-us/articles/360052772431-Set-Staff-Permissions
Thank you!