Back|
Back |
|
Default Account
Use this setting to designate the default account you want the client to see when they sign into the client portal. Often, it makes sense for clients to see all accounts initially so they can choose which account to focus on.
Your options are:
Most Recently Viewed. Clients see accounts that they viewed recently. This is the default for the legacy client portal. It is not available for the new client portal.
All Accounts. Clients start off viewing all accounts on dashboard widgets and pages, unless otherwise specified. This is the default for the new client portal. If you transition from legacy to the new client portal, any clients set to Most Recently Viewed will instead default to All Accounts.
Custom. You designate an account that you want widgets and reports to show when a client first signs in. Only accounts that were explicitly added to the client portal are available.
For more information on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.
When using the new client portal, in each widget or report, you can designate a default account or group to display for that page or widget only. For more information, see Default account/group type and Set the Default Account Clients See in the New Client Portal.