Client portal overview | Pixie CRM Help Centre Canonical: https://pixiecrm.com/help-centre/client-portal-overview Publisher: Pixie Technologies LLC How-to guide Client portal overview Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on. This guide explains the areas a contact can see and how staff permissions differ from contact permissions. Audience: Customers and staff; Feature: Staff; Permission-aware; Where to goCustomer (https://pixiecrm.com/help-centre/topic/customer)-facing portal Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account. What this guide helps you do Understand the areas a contact can see and how staff permissions differ from contact permissions. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation. Follow these steps - Go to Customer (https://pixiecrm.com/help-centre/topic/customer)-facing portal. - Identify the purpose of the screen and the records visible to your role. - Use search, filters, status controls and record links to move from summary information to detail. - Check related customers (https://pixiecrm.com/help-centre/topic/customer), ownership, dates, activity and financial information before taking action. - Follow the linked task-specific articles for creation, configuration, sending, conversion or troubleshooting. - Verify every completed action through the resulting status, timeline, document or notification (https://pixiecrm.com/help-centre/topic/notification). - Contact an administrator when a menu or action is unavailable rather than attempting to bypass permissions. Settings to check Name and email (https://pixiecrm.com/help-centre/topic/email)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. RoleCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. DepartmentsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. PermissionsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. LanguageCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Active and authentication settingsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Checks before you finish - Apply least-privilege access. - Use a unique email (https://pixiecrm.com/help-centre/topic/email) account. - Reassign work before deactivation. - Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff. - Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record. Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process. Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)approval (https://pixiecrm.com/help-centre/topic/approval)invoice (https://pixiecrm.com/help-centre/topic/invoice)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer) Related guides Troubleshoot missing client portal sections (https://pixiecrm.com/help-centre/troubleshoot-missing-client-portal-sections)Understand roles, permissions and visible menus (https://pixiecrm.com/help-centre/understand-roles-permissions-and-visible-menus)Configure customer contact permissions (https://pixiecrm.com/help-centre/configure-customer-contact-permissions)Invite a contact to the client portal (https://pixiecrm.com/help-centre/invite-a-contact-to-the-client-portal)Add and manage customer contacts (https://pixiecrm.com/help-centre/add-and-manage-customer-contacts) Connected module guides Full Compliance Applications client portal → (https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-overview)Submit a client compliance application → (https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-submit) Connected discovery, service and API guides Client discovery briefs (https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-menu)Service Journeys client portal (https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-client-menu)Secure portal API sessions (https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-flow) Related WhatsApp Web Messaging guide Use verified WhatsApp History in the client portal → (https://pixiecrm.com/help-centre/topic/whatsapp-web-messaging-client-portal-customer-profile-history)