Is it possible to have 2 Customer Areas?

    • Peter Cooney
      # il y a 2 années et 4 mois


      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.



    • Thomas
      Maître des clés
      # il y a 2 années et 4 mois


      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.


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