A long time ago there was mention of a plan for customer/supplier portals. Is this still going to happen? It would be useful for customers to have access to their own information on the system - it would save a lot of time on credit control…
you will have to upgrade to the Cloud edition.
create customers as users and assign relevant permissions to access necessary data.
I have the cloud edition.
Can you restrict a customer down to their individual account? I don’t believe its currently possible.
at present no.
there was discussion on improving the user permissions.
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I have done… just wondering if there has been any further thought or mention of this… would be a great feature!
you can follow the below topic which is already under the ideas category.