13.3 Customizing App Permissions & Default Page (Admin Function within Account)

Purpose:

As an administrator of your Close Master account, you can control which major sections (referred to as "Apps") are visible in the Client Portal's sidebar navigation for *all* users, and you can set the default landing page users see immediately after logging in.

Accessing Customization Settings (Admin Role):

• Navigate to Sites → Client Portal → Settings tab. (Location might vary slightly, could also be under Memberships settings). Look for a section related to App Permissions or Sidebar Navigation.

Configuration Options:

• Enable/Disable Apps: You'll typically see a list of the core portal sections (Dashboard, Courses, Community, Affiliates, Settings, etc.) with toggle switches next to them.
  • Toggle ON the sections you want to be visible and accessible to members in the sidebar navigation.
  • Toggle OFF sections you don't want members to see or access (e.g., disable Affiliates if you aren't running a referral program, disable Community if you aren't using groups).
• Set Default Landing Page: Look for a Default Page dropdown menu. Select the section (which must be *enabled* above) that you want users to land on immediately after they log in (e.g., set it to Courses if that's the primary focus, or keep it as Dashboard).
• Save Changes: Apply your configurations. These changes affect the navigation structure for all users logging into the portal.