Hello Tanvir,
Thank you for your response, but it doesn’t quite address what I’m looking for. I’d like to know how we can provide the client with limited access. I only want the client to be able to view their account details, such as the invoices sent to them, including the dates, current statuses, payment dates (if any), and any voided invoices, etc. I hope this gives you an idea of what I have in mind.
Similarly, in the CRM, the client should be able to see activities related to them, such as when and what emails were sent. I trust this clarifies my intent.
Thank you for your understanding.
