connecting client portal accounts to sub accounts would be great. i currently invoice clients for my services through the client portal, but also somethings like hosting / listings they pay for through the sub account.

this means my clients have to deal with billing with two different logins. very annoying. please allow us to link a portal account to a sub account so we can consolidate billing / logins.

We need the ability to see and edit users that have created accounts for the client portal! We can see a total number, but no details for each user.

If I'm understanding this correctly I'm on the same page.

There's no place to manage users who are in the client portal. Where do they go?

If portal users are captured and consolidated in contacts, and have the associated CRM features associated therewith it would be a game-changer for the client portal.

It would empower us to use Automations more effectively etc.

Looking forward to what comes of this.

SuiteDash has an incredible UX for their client portal. Right now, we seem to have a STUDENT portal - which isn't a bad thing - so it should probably be called what it really is. However, the file uploads and other customizations would really be a great step!

Thanks team

OK, this may be what I am looking for.

I have a school (a client of mine) who would like to be able to have clients have their own accomplishment and record of lessons taken, progress etc too,

Also the ability for the client to upload and secure their documentation.

Possible?