Client Portal – Review and approve reports before client access

Allow submitted reports to be held in a “Ready for Review” status before becoming visible in the Client Portal. An administrator should be able to review and amend the report, then mark it as approved or completed. Only then should the client be able to access it through the Client Portal.

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

About 3 hours ago

Author

Prue Wernicke

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