Case Controls for the Client Portal
In addition to the client's portal access, you also have full control of the cases they see there, as well as the level of access that they're allowed for each one. By default, your client will have edit access to the case once you create it, but you can Lock Case or Hide Case:
- Lock Case will still show the case on the client portal but your client will not be able to make changes to it. They will only have read access.
- Hide Case will completely remove the case from the client portal. Your client can't access the case, but you can still edit it on your end.
You can access all of these controls when you open a case by:
1. Navigate to Cases.
2. On the Cases page, click the selected case's entry under Client Name.
3. With the case open, select the action you want to perform. The Lock Case, Hide Case, and Show the Case buttons are in the ribbon area of the case.
By default, all of the added cases will be visible to your clients, provided they have access to their client portal.
Additional Points-
When the client submits the details of a case from their client portal, the status of that case will automatically be locked to prevent continuous modifications while preparing the case and to avoid errors resulting from ongoing changes.
If you know that you have received all the necessary information from the client and the client has not yet submitted the details from their client portal, you can still lock the case and don't have to wait for the client to submit the details.
If you have marked the case as completed, the case will be automatically locked for the client to prevent any further changes, as it is considered finalized.
P.S.- The case status is marked as completed once all necessary actions have been taken, including filing the case, receiving the result, delivering the documents to the client, settling all outstanding invoices, etc.
