{"id":3469,"date":"2022-09-20T21:02:16","date_gmt":"2022-09-20T21:02:16","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=3469"},"modified":"2025-03-22T10:58:03","modified_gmt":"2025-03-22T10:58:03","password":"","slug":"access","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/access\/","title":{"rendered":"How Do I Manage Access to Portal Customizer?"},"content":{"rendered":"\n<p>Set the permissions of your portal in the &#8220;Portal editor permissions<strong>&#8220;<\/strong> menu. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1024x468.png\" alt=\"\" class=\"wp-image-90080\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1024x468.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-300x137.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-768x351.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1536x703.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-2048x937.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1200x549.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1980x906.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-600x274.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>As you can see, there are some options that define what kind of users from your organization will have <strong>access to the editor.<\/strong><\/p>\n\n\n\n<p>By default, access to the customizer is available to the organization owner and managers. However, you can also grant access to members and guests. After making changes, don\u2019t forget to click Publish to save them.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Set the permissions of your portal in the &#8220;Portal editor permissions&#8220; menu. As you can see, there are some options that define what kind of users from your organization will have access to the editor. By default, access to the customizer is available to the organization owner and managers. However, you can also grant access [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-3469","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":71,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kuzma Safonov","author_nicename":"kuzmasaf","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/kuzmasaf\/"},"doc_category_info":[{"term_name":"Portals","term_url":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How Do I Manage Access to Portal Customizer? - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"Two levels of access are available: Who can access Builder Console, Who can access this Portal.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/access\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do I Manage Access to Portal Customizer? - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"Two levels of access are available: Who can access Builder Console, Who can access this Portal.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/\" \/>\n<meta property=\"og:site_name\" content=\"Sales AI Agents\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-22T10:58:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/nimbusweb.me\/wp-content\/uploads\/2025\/05\/og-2025.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/\",\"url\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/\",\"name\":\"How Do I Manage Access to Portal Customizer? - Sales AI Agents\",\"isPartOf\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1024x468.png\",\"datePublished\":\"2022-09-20T21:02:16+00:00\",\"dateModified\":\"2025-03-22T10:58:03+00:00\",\"description\":\"Two levels of access are available: Who can access Builder Console, Who can access this Portal.\",\"breadcrumb\":{\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#primaryimage\",\"url\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1024x468.png\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1024x468.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Guides\",\"item\":\"https:\/\/sales-ai-agents.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How Do I Manage Access to Portal Customizer?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/sales-ai-agents.com\/#website\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"name\":\"FuseBase\",\"description\":\"Sales AI Agents - Free Online Collaboration Software for Remote Teams. Build your wikis, client portals and more with the Nimbus Platform collaboration tool ? A perfect space for online work\",\"publisher\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/sales-ai-agents.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/sales-ai-agents.com\/#organization\",\"name\":\"FuseBase\",\"url\":\"https:\/\/sales-ai-agents.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg\",\"contentUrl\":\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg\",\"width\":128,\"height\":128,\"caption\":\"FuseBase\"},\"image\":{\"@id\":\"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How Do I Manage Access to Portal Customizer? - Sales AI Agents","description":"Two levels of access are available: Who can access Builder Console, Who can access this Portal.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/access\/","og_locale":"fr_FR","og_type":"article","og_title":"How Do I Manage Access to Portal Customizer? - Sales AI Agents","og_description":"Two levels of access are available: Who can access Builder Console, Who can access this Portal.","og_url":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/","og_site_name":"Sales AI Agents","article_modified_time":"2025-03-22T10:58:03+00:00","og_image":[{"url":"https:\/\/nimbusweb.me\/wp-content\/uploads\/2025\/05\/og-2025.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/","url":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/","name":"How Do I Manage Access to Portal Customizer? - Sales AI Agents","isPartOf":{"@id":"https:\/\/sales-ai-agents.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#primaryimage"},"image":{"@id":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#primaryimage"},"thumbnailUrl":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1024x468.png","datePublished":"2022-09-20T21:02:16+00:00","dateModified":"2025-03-22T10:58:03+00:00","description":"Two levels of access are available: Who can access Builder Console, Who can access this Portal.","breadcrumb":{"@id":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/"]}]},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#primaryimage","url":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1024x468.png","contentUrl":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/03\/image-20-1024x468.png"},{"@type":"BreadcrumbList","@id":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Guides","item":"https:\/\/sales-ai-agents.com\/guides\/"},{"@type":"ListItem","position":2,"name":"How Do I Manage Access to Portal Customizer?"}]},{"@type":"WebSite","@id":"https:\/\/sales-ai-agents.com\/#website","url":"https:\/\/sales-ai-agents.com\/","name":"FuseBase","description":"Sales AI Agents - Free Online Collaboration Software for Remote Teams. Build your wikis, client portals and more with the Nimbus Platform collaboration tool ? A perfect space for online work","publisher":{"@id":"https:\/\/sales-ai-agents.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/sales-ai-agents.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/sales-ai-agents.com\/#organization","name":"FuseBase","url":"https:\/\/sales-ai-agents.com\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/","url":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg","contentUrl":"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2023\/11\/icon-7.svg","width":128,"height":128,"caption":"FuseBase"},"image":{"@id":"https:\/\/sales-ai-agents.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/docs\/3469","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/comments?post=3469"}],"version-history":[{"count":1,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/docs\/3469\/revisions"}],"predecessor-version":[{"id":90084,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/docs\/3469\/revisions\/90084"}],"wp:attachment":[{"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/media?parent=3469"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/doc_category?post=3469"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/sales-ai-agents.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=3469"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}