2
Team-Only Visibility for Client Portal Tabs
Planned
Mar 3, 2026
Add a visibility option to Client Portal navigation tabs that allows them to be shown to internal team members only, while remaining hidden from clients.
Problem:
Currently, navigation tabs can be made global (visible across all accounts), but there is no way to restrict a tab so that it is visible only to internal team members. This limits use cases where teams want shared internal resources (e.g., Google Docs, SOPs, reference links) accessible inside every client portal without exposing them to clients.
Suggested Solution:
Introduce a "Make it hidden" toggle that would hide client portal tabs from clients.
Comments
Mar 3, 2026
Set the status to
Planned
0
Mar 3, 2026
Set the status to
Under Consideration
0