Allow Associated Contacts to see Invoices / Information in Client Portal
C
Chris Jeong
When working with companies many of them have multiple contacts (eg owner, CFO etc)
We have a client CFO asking for visibility on invoices / contracts in the client portal that were sent to the owner originally
It would be great to be able to allow access / visibility to docs, invoices and other resources within the client portal to contacts based on their association with the Company object
We've associated the contacts to the company object and have applied labels like (Billing Contact, Decision Maker, Primary Contact etc), so maybe tying access based on the labels would be a great way to do this
Thanks
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