Use this list to set the default account or group displayed on a page or widget when a client first visits the new client portal. Clients can still change the account or group while using the portal.

Your options are:

• All: Displays the All Accounts view, while respecting the user’s permissions. This is the default setting.

  

• Tamarac defined: The default is defined by whatever you set the Default Account to be in the client record.

For more information about setting defaults in the new client portal, see Set the Default Account Clients See in the New Client Portal.