Client portal
Preview the manager portal
Use this Pixie CRM guide to preview the manager portal. It covers the navigation path, key controls and the checks that confirm completion.
Where to goAdmin Area → Human Resources → Portal Governance → Manager Assignments → Manager Preview
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 preview the manager portal, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Admin Area → Human Resources → Portal Governance → Manager Assignments → Manager Preview 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: Employee, Access role, Area permissions, Status.
- Complete Preview the manager portal 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
Employee
Access role
Area permissions
Status
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.