Client portal and customer-profile access
Show linked requests to authorised clients, use the customer profile tab and enforce ownership.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Open Client Briefs
The client navigation item appears only for a customer with linked requests.
Review My Briefs
See only requests linked to the signed-in customer account.
Open a linked brief
Select a request owned by the client account.
Understand client ownership checks
The client controller rejects requests not linked to the current customer.
Continue a brief from the client area
Use the secure form action for an owned request.
Use the administrator customer tab
Staff can review all requests linked to one customer.
Understand standalone-request visibility
A standalone request is not shown in an unrelated client portal or customer tab.
Understand contact context
Client access is based on customer ownership; invitation recipients still use the secure token link.