Use the client view Service Team settings available under the Details Pop-Up tab to customize the details displayed when a client clicks the View Details button on a service team member's profile.
The information displayed on the client portal for a particular service team role depends on the details included in the firm user's on their My Profile page.
When you hover over an item:
-
indicates the item is currently hidden and is not visible to clients. These items have a gray background. -
indicates the item is currently visible and is available to be hidden. These items have a blue background.
By default, all items are set to be displayed when you create a service team page.
To customize what is shown or hidden in a service team role's details pop-up:
-
In the Included Roles/Display Order list, click the role you want to edit.
-
Click Edit.
-
On the Page Title tab, confirm that the View Details button is visible to clients.
-
On the Details Pop-Up tab, click Edit.
-
Hover over an item you want to show or hide. Click
to hide it or to show it. You can show as many or as few items as you'd like.
-
To apply the settings to only this role, click Update. To apply the settings to all your selected roles, click Update to All Roles.
The following related links may be helpful: