Plannr Technologies Limited

Clients are able to update their personal and contact details from within their Client Portal.<br><br>

<br>Follow this <a href="https://app.arcade.software/share/gXh72JG4imzi94N7sy4q" rel="nofollow noopener noreferrer" target="_blank">link</a> for an interactive demo of how this works.<br>

Updating Personal & Contact Details

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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