Client portal
Client portal overview
Client portal overview in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goCustomer -facing portal
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for client portal overview, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Customer -facing portal in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Contact, Portal access status, Allowed sections, Client-visible records.
- Complete Client portal overview using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Contact
Portal access status
Allowed sections
Client-visible records
Checks before you finish
- Confirm contact identity before changing access.
- Grant only portal areas genuinely needed.
- Check whether notes/files are staff-only or client-visible.
- Verify saved permissions from the contact record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.