• Reply To: Is there a way for multiple companies to access the same file in Constellation Client Portal

    #2208
    ARS Support
    Keymaster
    Up
    0
    Down
    ::

    Yes, Global File posts can be viewed by multiple companies, unlike client file and client invoice posts, which can only be viewed by a single company (the company assigned to the post).

    Global Files can be created in WordPress Admin -> Global Files, and Global File shortcodes can be created by navigating to WordPress Admin -> Client Portal Pro -> Settings -> Add New List -> Select “Global File” for List Type.

    ARS Support - March 20, 2024 at 10:33 am
    ARS