I did a test run on sending proposal to my personal email. I did not check box to send client portal access link but when I tested my email, it showed full access to the portal on the last page! How do I disable this? It looked like it showed all created and deleted files I made when first creating my files in honeybook for this client when I logged in as a potential client. I don’t want then to see this.
Don't want client to have access to portal
Best answer by Monica R
Now, you can enable or disable linking to the client portal from the files and messages you send, on a project-by-project basis. This update gives you control over when and how clients access the portal, ensuring a smoother and more professional experience!
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