Description

We would like to request several improvements to the Client Portal to make it more suitable for agencies managing multiple clients and workflows.

The Agency Owner should have complete administrative control over all Client Portal accounts, including:

View all client portal users across all sub-accounts.

Monitor client login activity and portal usage.

Reset or change client passwords.

Enable or disable portal access instantly.

Force password resets.

View uploaded files and client activities from one central dashboard.

Manage portal permissions without logging in as the client.

This would improve security, administration, and support for agencies managing hundreds or thousands of clients.

Currently, when a client uploads documents through the Client Portal, the files are stored under the Contact record.

For businesses that operate through pipelines (such as certification bodies, legal firms, consultants, healthcare providers, or project-based agencies), documents should also be available directly within the related Opportunity.

This would allow staff to:

View all project documents without navigating to the Contact record.

Keep documents organized by opportunity, project, or deal.

Improve auditor and team efficiency.

Reduce unnecessary clicks and searching.

Why This Matters

For organizations like certification bodies, every Opportunity represents a certification project or audit. Auditors and reviewers work primarily from the Opportunity, not the Contact. Having client-uploaded documents available directly within the Opportunity would significantly improve workflow efficiency and document management.

These enhancements would make the Client Portal far more powerful for agencies and enterprise users while improving security, usability, and operational efficiency.