Client Portal Folder Permissions

Modified on Mon, 3 Jul, 2023 at 6:24 PM

With Client Portal Permissions, you can easily share folders with contacts assigned to a particular participant type in each matter. This functionality allows you to ensure that every client can access the specific documents and information they need for their matter.

Configuring the Client Portal Permissions

  1. Go to the Admin page, which is located at the top right of your Actionstep page

  2. Click on the Matter types tile

  3. Scroll down to the matter type you want to configure and click on the settings button

  4. Click on Matter type settings

  5. Scroll down to the Client portal section. Here, you can set the permissions for each folder you want to share with your clients by checking the appropriate boxes

  6. Click Save

These permissions include: Full, List, Read, Create, Update, and Delete

  • The Full permission allows you to toggle all portal permissions on or off for a particular folder.

  • The List permission enables users to view documents within the folder 

  • The Read permission allows users to download and view documents

  • The Create permission lets users upload new documents to the folder, while the Update permission allows users to replace existing documents

  • The Delete permission allows users to remove documents from the folder

Please note that even after configuring the Client Portal Permissions, you will still need to enable access for each client on a per matter basis. You can find out more about this by reading our user guide article on Enabling the client portal.

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