Portal defaults
These settings apply to the portal of every client. Change them on
Settings > Client portal > Defaults, then select Save defaults.
Reading them needs clientportal:read, and changing them needs
clientportal:manage.
Sessions and invitations
Section titled “Sessions and invitations”| Setting | Default | Range | What it does |
|---|---|---|---|
| Technician names | Technicians by name | How a client’s activity log names your technicians, unless the client is set otherwise. See Name technicians in the activity log. | |
| Sign out after idle, minutes | 30 | 5 to 60 | How long a portal session lasts without activity. |
| Re-ask on sensitive pages after, minutes | 15 | 1 to 15 | How long without activity before billing, people, remote access, and the person’s own sign-in settings ask them to confirm who they are again. PCI DSS 8.2.8 allows at most 15. |
| Longest session, hours | 12 | 1 to 12 | The longest a portal session lasts, active or not. |
| Invitation links work for, days | 7 | 1 to 30 | How long an invitation stays usable. |
| Daily digest goes out at | 8 | The hour the daily summary email is sent, in each person’s own time zone. |
Re-asking on sensitive pages never ends the session. It asks again only after the person has been idle on those pages.
Notifications
Section titled “Notifications”Each portal user chooses how they hear about each event, from the events their permissions let them see. Until they choose, they get the default you set here:
| Delivery | Meaning |
|---|---|
| Right away | An email for each event. |
| In the daily digest | One email a day that groups events from every organization the person belongs to. |
| Off | No email. Not available for security notices. |
| Event | Default |
|---|---|
| A new invoice is ready | Right away |
| An invoice is due soon | In the daily digest |
| An invoice is overdue | Right away |
| A payment went through | Right away |
| A payment failed | Right away |
| An automatic payment failed | Right away |
| A quote is waiting for a decision | Right away |
| A quote expires soon | In the daily digest |
| An approval is waiting for you | Right away |
| A milestone is ready for sign-off | Right away |
| A ticket was opened | In the daily digest |
| A ticket was updated | In the daily digest |
| A ticket was resolved | In the daily digest |
| A request was completed | Right away |
| Remote access is about to expire | In the daily digest |
| Sign-ins and security changes on your account | Right away, and never off |
Each person hears only about what their permissions let them see. Ticket emails a person gets as the ticket’s requester are sent as before, whatever these say.
Ready-made roles
Section titled “Ready-made roles”The Defaults page lists the five roles every client starts with, for reference. Change them for one client on that client’s Client portal tab, under Roles. See Set portal roles, groups, and the permission ceiling.
Related
Section titled “Related”Content is licensed CC BY 4.0. Code samples are MIT. Outpost and the Outpost mark are trademarks of Outpost Business Solutions, PBC and are not covered by either license.