I think I have read everything everywhere and can not find any real help, so I must ask... How is the portal really used?
I know the basic concept, let your clients see things you attatch to them, but it is so limited nothing seems useful; but I could be using it wrong. So far I have my admin account and two demo users. I want the demo users to see their own quotations, invoices, projects, issues, helpdesk/knowledgebase, have messaging abilities, view their calendar with meetings, scheduled calls, past calls, sync with google calendar, view contracts. 90% of what I see about them, should be accessible to them, minus internal notes, accounting and other internal information. I want them to be able to see just about everything, comment, download, but have limited editing ability.
This seems possible using "Record Rules", but I read many things should be enabled by default and so far my demo users see nothing at all using the defaults; except claims; unless I manually add them as a follower. This has to be a bug, I am using it wrong or I screwed something up because I don't see invoices, quotations, projects, tasks, nada on the Portal.
Is there documentation on how to ensure clients see things in the portal, any edits I should make in the Record Rules or should I just make the clients employees so they can view everything they need?