Client Portal Target Role: Owner Updated Oct 28, 2026 • 4 min read

How to Customize Client Permissions and Visibility

Control exactly what clients see: toggle milestone roadmaps, internal task discussions, and file vault access.

Overview

CRDPay strictly protects your agency margins. Internal hourly costs, developer banter, and profit indicators are always hidden from client views.

Customizing Visibility

  1. Navigate to Client Settings → Portal Permissions.
  2. Toggle Show Milestone Roadmaps: Allows clients to see high-level delivery sprint timelines.
  3. Toggle Allow Direct Request Submissions: Grants clients access to the structured intake form.
  4. Toggle File Vault Downloads: Enables self-serve asset downloads.
← Previous Guide
How Clients Access and Navigate the Portal
 Next Guide →
How to Use the Visual Kanban Board

Was this article helpful?