{"id":73030,"date":"2024-03-14T18:43:50","date_gmt":"2024-03-14T18:43:50","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=73030"},"modified":"2024-03-27T11:49:44","modified_gmt":"2024-03-27T11:49:44","password":"","slug":"granular-permissions","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/tr\/guides\/client-portal\/granular-permissions\/","title":{"rendered":"Folder Permissions: Tips &amp; Tricks for Portal Management"},"content":{"rendered":"\n<p>By default, clients have access to all portal content. You can use <strong>granular permissions<\/strong> to restrict access to individual folders or pages. For example, one client can have access only to Folder 1 and the other client can have access only to Folder 2, and both clients are unaware of other folders in the portal.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"How to Use Granular Permissions in Client Portal\" width=\"580\" height=\"326\" src=\"https:\/\/www.youtube.com\/embed\/7sWSjTNAhTY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b3502767312_5144\">General Information<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b3502767312_5092\">Who can manage access to portal content?<\/h3>\n\n\n\n<p>Any member with access to the <strong>Portal Customizer<\/strong> can manage portal permissions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b3502767312_5173\">Who can restrict access to specific content in the portal?<\/h3>\n\n\n\n<p>Any portal member, except those with access to the<strong> Portal Customizer<\/strong>, can restrict access.<\/p>\n\n\n\n<p>Read more about managing portal access: <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/access\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>HOW DO I MANAGE PORTAL ACCESS?<\/strong><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b3502767312_5241\">What Portal Content Can I Restrict?<\/h2>\n\n\n\n<p>You can restrict access to all root items in the <strong>Portal Sidebar<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b3502767312_5288\">\n<li>Folders<\/li>\n\n\n\n<li>Root pages<\/li>\n\n\n\n<li>Root links<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">Restricting access to a folder automatically restricts access to all subfolders and pages within it. You cannot restrict access to an individual page or subfolder within a folder.<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-1-1024x576.png\" alt=\"\" class=\"wp-image-73028\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-1-1024x576.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-1-300x169.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-1-768x432.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-1-1200x675.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-1-600x337.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-1.png 1252w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>You cannot restrict access to:<\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b3502767312_6359\">\n<li>Home page<\/li>\n\n\n\n<li>Portal&#8217;s footer and top bar content<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"b3502767312_6713\">Changing Folder Permissions<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b3502767312_6647\">How do I prevent certain members from accessing folders?<\/h3>\n\n\n\n<p>1) Go to the <strong>Portal&#8217;s Customizer<\/strong>.<\/p>\n\n\n\n<p>2) Click on the<strong> &#8220;Content and Links&#8221;:<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"603\" height=\"546\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-2.png\" alt=\"\" class=\"wp-image-72992\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-2.png 603w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-2-300x272.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-2-600x543.png 600w\" sizes=\"(max-width: 603px) 100vw, 603px\" \/><\/figure><\/div>\n\n\n<p>3) Hover over the required item and click the menu. Select the &#8220;<strong>Manage Access&#8221;<\/strong> button:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"604\" height=\"611\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-3.png\" alt=\"\" class=\"wp-image-72995\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-3.png 604w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-3-297x300.png 297w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-3-600x607.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-3-100x100.png 100w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-3-120x120.png 120w\" sizes=\"(max-width: 604px) 100vw, 604px\" \/><\/figure><\/div>\n\n\n<p>4) In the window that appears, you will see a list of members with access to the folder.<\/p>\n\n\n\n<p>5) Click the &#8220;<strong>Block access<\/strong>&#8221; icon next to the user you want to restrict.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"857\" height=\"568\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-4.png\" alt=\"\" class=\"wp-image-72998\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-4.png 857w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-4-300x199.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-4-768x509.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-4-600x398.png 600w\" sizes=\"(max-width: 857px) 100vw, 857px\" \/><\/figure><\/div>\n\n\n<p>6) Confirm your action.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"b3502767312_1877\">How do I allow members to access a specific folder?<\/h3>\n\n\n\n<p>If you have restricted access to folders and want to allow individual members to access them, here are the steps to follow:<\/p>\n\n\n\n<p>1) Go to the <strong>Portal Customizer<\/strong>.<\/p>\n\n\n\n<p>2) Click on &#8220;<strong>Content and Links<\/strong>&#8220;.<\/p>\n\n\n\n<p>3) Hover over the folder you want to share and click on the menu. Then choose &#8220;<strong>Manage Access<\/strong>&#8220;<\/p>\n\n\n\n<p>4) Click on &#8220;<strong>Invite<\/strong>&#8220;:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"864\" height=\"571\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-5.png\" alt=\"\" class=\"wp-image-73001\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-5.png 864w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-5-300x198.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-5-768x508.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-5-600x397.png 600w\" sizes=\"(max-width: 864px) 100vw, 864px\" \/><\/figure><\/div>\n\n\n<p>5) To grant access to the folder, click &#8220;<strong>No access&#8221;<\/strong> and replace it with &#8220;<strong>Access granted&#8221;<\/strong>. The folder and its contents will be visible to users with this status:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"863\" height=\"574\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-6.png\" alt=\"\" class=\"wp-image-73004\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-6.png 863w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-6-300x200.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-6-768x511.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-6-600x399.png 600w\" sizes=\"(max-width: 863px) 100vw, 863px\" \/><\/figure><\/div>\n\n\n<p>6) Save your changes:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"852\" height=\"565\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-7.png\" alt=\"\" class=\"wp-image-73007\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-7.png 852w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-7-300x199.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-7-768x509.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-7-600x398.png 600w\" sizes=\"(max-width: 852px) 100vw, 852px\" \/><\/figure>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">If the member you invite to the portal is not already a workspace member, they will be granted access to the workspace <strong>automatically<\/strong>.<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"b3502767312_2633\">How To View The Portal From The Client Side<\/h2>\n\n\n\n<p>If you&#8217;ve restricted access to specific areas, you&#8217;ll probably want to view the portal from the client&#8217;s perspective. To do this, go to &#8220;<strong>View as a Client&#8221;<\/strong> mode.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-8-1024x533.png\" alt=\"\" class=\"wp-image-73010\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-8-1024x533.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-8-300x156.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-8-768x399.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-8-1200x624.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-8-600x312.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-8.png 1315w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Select the desired client from the &#8220;<strong>Preview as<\/strong>&#8221; drop-down list. The portal view specific to this user will then be displayed.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"454\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-9-1024x454.png\" alt=\"\" class=\"wp-image-73013\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-9-1024x454.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-9-300x133.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-9-768x341.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-9-1536x681.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-9-1200x532.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-9-600x266.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-9.png 1598w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"b3502767312_8990\">Inviting New Users To The Folder<\/h2>\n\n\n\n<p>To invite a new user directly to a portal folder, follow these steps:<\/p>\n\n\n\n<p>1) Go to the <strong>Portal&#8217;s Customizer<\/strong>.<\/p>\n\n\n\n<p>2) Click on &#8220;<strong>Content and Links<\/strong>&#8220;.<\/p>\n\n\n\n<p>3) Hover over the folder you want to share and click on the menu. Then choose &#8220;<strong>Manage Access<\/strong>&#8220;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"604\" height=\"611\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-10.png\" alt=\"\" class=\"wp-image-73016\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-10.png 604w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-10-297x300.png 297w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-10-600x607.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-10-100x100.png 100w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-10-120x120.png 120w\" sizes=\"(max-width: 604px) 100vw, 604px\" \/><\/figure><\/div>\n\n\n<p>4) Click on &#8220;<strong>Invite<\/strong>&#8220;:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"864\" height=\"571\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-11.png\" alt=\"\" class=\"wp-image-73019\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-11.png 864w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-11-300x198.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-11-768x508.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-11-600x397.png 600w\" sizes=\"(max-width: 864px) 100vw, 864px\" \/><\/figure><\/div>\n\n\n<p>5) Go to the &#8220;<strong>By Email<\/strong>&#8221; tab.<\/p>\n\n\n\n<p>6) Select a role and enter the user&#8217;s email address.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"917\" height=\"580\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-12.png\" alt=\"\" class=\"wp-image-73022\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-12.png 917w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-12-300x190.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-12-768x486.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-12-600x379.png 600w\" sizes=\"(max-width: 917px) 100vw, 917px\" \/><\/figure><\/div>\n\n\n<p>7) Click on &#8220;<strong>Send magic link<\/strong>&#8220;.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"883\" height=\"601\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-13.png\" alt=\"\" class=\"wp-image-73025\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-13.png 883w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-13-300x204.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-13-768x523.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/03\/Folder-Permissions-13-600x408.png 600w\" sizes=\"(max-width: 883px) 100vw, 883px\" \/><\/figure><\/div>\n\n\n<p>Once the user receives the invitation, they will have access to the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Home page<\/li>\n\n\n\n<li>The folder to which they have been invited<\/li>\n\n\n\n<li>Portal&#8217;s footer and top bar content<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #eafaf3; padding: 20px;\">When you invite clients to your portal using the &#8220;<strong>Invite Clients<\/strong>&#8221; option, they can only see the open-access folders\/pages. However, you can manually grant permissions to specific folders you previously limited. This rule doesn&#8217;t apply to members who have access to the <strong>Portal Customizer<\/strong> based on their role.<\/div>\n\n\n<p><\/p>\n\n\n\n<p><strong>Read more:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\" id=\"b3502767312_11466\">\n<li style=\"text-decoration:underline\"><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/getting-started\/key-role-differences\/\" target=\"_blank\" rel=\"noreferrer noopener\">KEY ROLE DIFFERENCES \u2013 GUEST, MEMBER, MANAGER AND CLIENT<\/a> <\/strong><\/li>\n\n\n\n<li style=\"text-decoration:underline\"><strong><a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/management-of-visib%d1%96lity-status-for-portal-pages\/\" target=\"_blank\" rel=\"noreferrer noopener\">MANAGEMENT OF VISIB\u0406LITY STATUS FOR PORTAL PAGES<\/a> <\/strong><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>By default, clients have access to all portal content. You can use granular permissions to restrict access to individual folders or pages. For example, one client can have access only to Folder 1 and the other client can have access only to Folder 2, and both clients are unaware of other folders in the portal. [&hellip;]<\/p>\n","protected":false},"author":32,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-73030","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":587,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Evhenia Yasenkova","author_nicename":"alisa-evhenia-yasenkova","author_url":"https:\/\/sales-ai-agents.com\/tr\/blog\/author\/alisa-evhenia-yasenkova\/"},"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>Portal Management Through Granular Permissions - Sales AI Agents<\/title>\n<meta name=\"description\" content=\"You can easily manage access to specific folders and pages in your portal with granular permissions. 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