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Example of the portal icon at the end of the row of icons on a matter.
Example of the Portal menu available at the bottom of the Action Type screen
Access the menu permissions by going to Admin > Permissions > Menu Permissions.
To enable the option to see the portal within a matter click on the menu permission called Action Details Menu. Tick the boxes for the system roles you want to access this function under the Portal column.
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360014870074-Granting-Client-Portal-Access- |