{"id":7552,"date":"2023-10-22T05:27:37","date_gmt":"2023-10-22T05:27:37","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%84%d8%aa%d8%ad%d9%83%d9%85-%d9%81%d9%8a-%d8%b5%d9%84%d8%a7%d8%ad%d9%8a%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2026-01-13T11:24:03","modified_gmt":"2026-01-13T11:24:03","slug":"controlling-the-client-permissions","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/controlling-the-client-permissions\/","title":{"rendered":"Controlling the Client Permissions"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1698239316090{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">The increase in online business transactions sometimes necessitates allowing clients to access the system with certain restrictions that you can define through client permissions. In this article, we will explain how to control client permissions, along with a review of the Daftra system as it appears to clients according to their permissions.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;Going to the Client Permissions Setting&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698239361889{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1768302790084{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Client Settings&#8221;<\/b><span style=\"font-weight: 400;\"> under <\/span><b>&#8220;Clients&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, and click on the <\/span><b>&#8220;Client Portal&#8221;<\/b><span style=\"font-weight: 400;\"> card.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44593 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-2.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-2.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-2-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-2-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-2-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Disabling the Clients from Accessing the System&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698239460187{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1698239558712{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Tick the <\/span><b>&#8220;Disable Client Online Access&#8221; \u2705<\/b><span style=\"font-weight: 400;\"> option, then click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button to prevent clients from accessing their portal on your Daftra account, and consequently, no permissions will be available to them.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7555 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h47_42.png\" alt=\"\" width=\"1716\" height=\"511\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h47_42.png 1716w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h47_42-300x89.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h47_42-1024x305.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h47_42-768x229.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h47_42-1536x457.png 1536w\" sizes=\"auto, (max-width: 1716px) 100vw, 1716px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Enabling the Client Access to the System and Controlling their Permissions&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698239592949{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1698240047844{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Do not enable the <\/span><b>&#8220;Disable Client Online Access&#8221;<\/b><span style=\"font-weight: 400;\"> option to allow your clients to access the system.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7557 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h48_16.png\" alt=\"\" width=\"1712\" height=\"723\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h48_16.png 1712w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h48_16-300x127.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h48_16-1024x432.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h48_16-768x324.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_14h48_16-1536x649.png 1536w\" sizes=\"auto, (max-width: 1712px) 100vw, 1712px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Enable the permissions that you want to allow your clients to do when logging in, then click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;To enter the Client&#8217;s Portal and check the Permissions available for them as it will be displayed for them:&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text css=&#8221;.vc_custom_1741088509006{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Manage Clients&#8221;<\/b><span style=\"font-weight: 400;\"> under <\/span><b>&#8220;Clients&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu and click on the client&#8217;s profile that you want to view their portal and how the permissions are granted to them.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30899 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">This will display the client&#8217;s portal<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30901 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/895034.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/895034.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/895034-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/895034-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/895034-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Viewing the Main Permissions as displayed to the Clients&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698240314619{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741088923807{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li aria-level=\"1\"><b>Enable Client Registration: <\/b><span style=\"font-weight: 400;\">To allow clients to create a profile on your Daftra account by themselves if they don&#8217;t already have an account.<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>View his Profile: <\/b><span style=\"font-weight: 400;\">To allow clients to view their profile on your Daftra account.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30903 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59640.png\" alt=\"\" width=\"1366\" height=\"558\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59640.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59640-300x123.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59640-1024x418.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59640-768x314.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<ul>\n<li aria-level=\"1\"><b>View Shared Notes \/ Attachments: <\/b><span style=\"font-weight: 400;\">To view any notes or attachments related to them that you have shared with them by adding them to their profile.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">From the client&#8217;s profile, click on <\/span><b>&#8220;More Actions&#8221;<\/b><span style=\"font-weight: 400;\"> and choose <\/span><b>&#8220;Login as Client&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown menu.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30899 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/59834-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Click on the Notes\/Attachments to view them as they appear to the client.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30905 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/0-34.png\" alt=\"\" width=\"1366\" height=\"544\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/0-34.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/0-34-300x119.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/0-34-1024x408.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/0-34-768x306.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;For the Note or the Attachments to be displayed to the Client, you would need first to follow these steps:&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text css=&#8221;.vc_custom_1741089313607{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Manage Clients&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown under <\/span><b>&#8220;Clients&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, and click on the client profile to which you want to add a note\/attachment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30908 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/859304.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/859304.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/859304-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/859304-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/859304-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on the <\/span><b>&#8220;Add Note\/Attachment&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30911 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/453325.png\" alt=\"\" width=\"1200\" height=\"596\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/453325.png 1200w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/453325-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/453325-1024x509.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/453325-768x381.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Enter the required data and action.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And make sure that the &#8220;Share with Client&#8221; \u2705 feature is activated so that the client can view the note or attachment when they log in to the system themselves.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30913 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/894043.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/894043.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/894043-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/894043-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/894043-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1741089986708{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li aria-level=\"1\"><b>View &amp; Pay Invoices: <\/b><span style=\"font-weight: 400;\">The client can view their invoices, know the paid and due amounts, the due date, and can also pay the dues online by themselves.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30915 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/583490.png\" alt=\"\" width=\"1366\" height=\"540\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/583490.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/583490-300x119.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/583490-1024x405.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/583490-768x304.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<ul>\n<li aria-level=\"1\"><b>View &amp; Approve Estimates : <\/b><span style=\"font-weight: 400;\">In case an estimate is created for the client, they can view it, print it, and approve it.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30917 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/69584.png\" alt=\"\" width=\"1366\" height=\"561\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/69584.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/69584-300x123.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/69584-1024x421.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/69584-768x315.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<ul>\n<li aria-level=\"1\"><b>View Work Orders: <\/b><span style=\"font-weight: 400;\">The client can browse work orders related to them and their details through this.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30919 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8749.png\" alt=\"\" width=\"1536\" height=\"513\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8749.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8749-300x100.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8749-1024x342.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8749-768x257.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30921 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9403.png\" alt=\"\" width=\"1323\" height=\"685\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9403.png 1323w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9403-300x155.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9403-1024x530.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/9403-768x398.png 768w\" sizes=\"auto, (max-width: 1323px) 100vw, 1323px\" \/><\/p>\n<ul>\n<li aria-level=\"1\"><b>View Appointments: <\/b><span style=\"font-weight: 400;\">The client can view their appointments through this.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7583 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_15h45_10.png\" alt=\"\" width=\"1766\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_15h45_10.png 1766w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_15h45_10-300x102.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_15h45_10-1024x347.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_15h45_10-768x260.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/2023-10-25_15h45_10-1536x521.png 1536w\" sizes=\"auto, (max-width: 1766px) 100vw, 1766px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Statement:<\/b><span style=\"font-weight: 400;\"> The client can know their total balance, what has been spent, the paid and unpaid dues through this option on their portal.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-30923 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/764839.png\" alt=\"\" width=\"1366\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/764839.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/764839-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/764839-1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/764839-768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2130,2126,2132],"tags":[2742],"class_list":["post-7552","user_manual","type-user_manual","status-publish","hentry","category-clients-management","category-clients","category-client-settings","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Controlling the Client Permissions - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/controlling-the-client-permissions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Controlling the Client Permissions - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1698239316090{margin-left: 200px !important;}&#8221;]The increase in online business transactions sometimes necessitates allowing clients to access the system with certain restrictions that you can define through client permissions. 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