Configure portal display settings

Control which portal pages, records, and options customers can see.

The Portal settings section controls the visibility of information in the portal.

Use it to keep the portal relevant for the customer.

1

Open the portal

Open the portal you want to edit.

2

Open Portal settings

Select Portal settings in the left menu.

3

Review the visibility options

Choose which pages and data customers can access.

4

Decide which actions are allowed

Set options like planning, history, invoice access, and API access.

5

Save the settings

Click Save.

Common choices

• show only relevant order stages
• hide invoices or quotations when not needed
• keep object and project visibility limited

Frequently asked questions

Can I show invoices but hide quotations?

Yes.

You control those options separately.

Why hide information in the portal?

To keep the portal clear and relevant.

Can I enable API access here?

Yes.

That option is part of the portal settings.

Related topics

• Customer Portal
• Enable Portal API access
• Configure invoice settings