Any answer to the last comment above of Eric?

Hey John,

Thank you much for your answer. I see that anyone can be assigned application use, but once anything is changed in that section, the client/user is assigned employee status. I was hoping to avoid applying the employee status to clients and only provide my clients viewing and editing access to materials that are relevant; ie: calendar, calls, invoices, contracts, etc.

Do you know how to make a "Portal User" have relevant access to specific information that is linked/assigned to them without making them an employee?

Any update on the last comment from Eric in 2015 ?

Hello Eric,

You just need to set what apps are enabled for each of your users.  This is under the Settings menu option:
Here are the steps:

• From your administrator login, click "Settings" (top menu, far right option).
• Then on the menu panel on the right look for the Users section. Click "Users".
• This should list your logon and your two users.  Click one of the users an choose edit.
• Under the "Access rights" tab you will see Applications.  Set each one.  The settings are pretty self explanitory (would be good if they were explained better on the page).  For example you can coose "User" or "Manager" access on some -- there are different drop down values for each.
• Just below that are "Technical Setttings".  If you want to give your users full access then check all of these.

Hope that helps.