When adding team members or guests into your portal with guest access, you can customise their permission levels.
Selecting the 'Custom' access level allows you to configure the View and/or Modify permissions of a team member for different areas of your portal.
Part of the 'Custom' access level is the ability to configure 'Advanced settings' which allows you to get more specific with the particular information the team member can view and/or modify.
Show Advanced Settings
By selecting 'Show advanced settings', you can not only grant 'View' and/or 'Modify' access to different areas of your portal, but you also give further permissions to 'List' and 'Delete'.
Show Advanced Settings also allows you to get granular with the permissions for specific types of Wealth items.
What do the headers do?
List - Shows value to the guest in the client dashboard
View - Allows the guest to enter and view the section of the portal granted access to.
View permission within the Docs feature allows the guest to upload new documents.
Modify -Allows the guest to add or amend any information in the respective area of the portal.
Delete - Allows the guest deleting powers, ability to remove the information.
Custom: Customise the various subsections to allow only access to very specific information within a section