Can I hide folders I don't want clients to see?

Managing Folder Visibility in Your Client Portal

This feature is available on the Premium and Advanced plans.

To manage which folders are visible in your client portal:

1. Go to Settings.

2. Select Client Portal.

3. Scroll down to the Folders section.

4. Click Edit.

5. Deselect the checkboxes next to any folders you don’t want to display in your portal.

6. Click Edit again (or Save Changes, depending on your interface) to save your updates.