Client Access Controls

Client Access Controls set what clients get in the portal: a bills page, a read-only Regent chat, digest emails, and firm-wide Slack. Open Settings > Client Access (advisory firms only). Which sections each person can open, and notification topics, are managed on other pages that this one links to.

Key capabilities

• Client Bills Page toggle (under AP Automation): clients can view, approve, and upload bills from their portal
• Client access to Regent toggle: adds a read-only Regent chat to the portal that explains numbers and never edits books
• Proactive Digest toggle: recurring, AI-written financial recap emailed to client-portal users
• Digest Frequency: weekly (sends Mondays) or monthly (sends on the 1st)
• Firm-wide Slack: forward client events to one shared firm channel
• A Member view permissions panel with links to Firm staff and Business members, where each person's menu is set
• A link to Settings > Notifications > Preferences for notification topics and channels
• Toggles save as you click and revert automatically if a save fails

How it works

Firm-level switches enable or hide portal features and direct client-event notifications.

flowchart TD
  firm["Firm: Client Access settings"] --> ap["Client Bills Page"]
  firm --> ai["Regent -> read-only chat"]
  firm --> digest["Digest email (weekly / monthly)"]
  firm --> slack["Firm-wide Slack channel"]
  ap --> portal["Client portal experience"]
  ai --> portal
  digest --> portal

How to use it

1. Open Settings > Client Access.
2. Switch on Client Bills Page to give clients a page where they can view, approve, and upload bills.
3. Switch on Client access to Regent to add a read-only Regent chat panel to the portal.
4. Switch on Proactive Digest, then choose weekly or monthly to send recurring financial recaps.
5. Under Firm-wide Slack, click Configure to forward client events to one channel for the whole firm.
6. To control which sections a person sees, open Firm staff or Business members from the Member view permissions panel and use Customize menu on their row.
7. For notification topics and channels, follow the link to Notification Preferences.

Pro tips

• Start conservative and enable features per the firm's standard, then expand for clients who need more.
• Leave the Client Bills Page off for clients who don't manage their own bills; it keeps their portal uncluttered.
• Regent is read-only for clients: it explains numbers and surfaces transactions but never changes the books, so it is safe to expose.
• Digest numbers are computed from the client's books; the AI only writes the plain-English summary around them.
• These switches are firm-wide. For a per-person view, use Customize menu on the staff or members page instead.

In-depth guide

Portal capability toggles

Digest emails

When enabled, each client-portal user receives a short recap on the chosen cadence covering:

• Money in and Money out for the period
• Net change
• Top spending (the three biggest items)

A weekly digest covers the last 7 days and a monthly one the last 30 days.

The numbers come straight from the client's books; the AI only writes the surrounding narrative, so figures stay accurate.

Menus and permissions

Which sections a person can open is set per staff member, per client, over a firm-wide default. On Firm staff, use the Sidebar menu column's Customize menu. People who belong to a client business directly are handled under Business members. Settings always stays available to everyone.

Slack routing

Firm-wide and per-business routing can coexist:

• Firm-wide Slack forwards client events to a single channel for the whole firm.
• Per-business Slack can still be configured by each client business from its Integrations page.

Related settings elsewhere

• Client messaging (letting clients message the firm): Profile / Your Firm page, under Client Portal.
• Who each client can access (which businesses): the Client List page.
• Notification topics: Settings > Notifications > Preferences.

Suggested rollout

Treat these as starting points.

Edge cases

• If a save fails, the switch returns to its previous state.
• The Frequency selector only appears once the digest is on.
• If no firm is selected, the page shows a "No firm found." placeholder.