Community Forum

Is it possible to have 2 Customer Areas?

• • Peter Cooney

    Membre

    # il y a 3 années et 1 mois

    Hi,

    We would like to have 2 customer areas, one that we use for clients and one for prospects.
    Is that possible?

    This would allow us to show only brochures to prospects and keep this separate from published work for clients only.

    Thanks,

    Peter
  • Thomas

    Maître des clés

    # il y a 3 années et 1 mois

    Hi,

    Yes sure. With the Additional Owner Types add-on, you’ll be able to assign your private contents to specific roles. So let’s say you have some “Clients” and “Prospects” roles, you can pre-assign some documents to their role so they’ll see the related documents assigned to their role as soon as they connect.

    Regards.

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