I’m trying to understand how password protection for client portals and invoices works in v5. The v4.5.50 documentation states that password protection can be set per client (Client / Edit), allowing flexibility to only require passwords for specific clients. However, in v5, enabling password protection seems to enforce it globally for all clients, overriding individual client settings.
Is it still possible in v5 to use password protection on a per-client basis, or has this functionality been removed? If not, is there a workaround to achieve similar behavior?
Thanks for the quick response to my issue. For context, I’m a pro user, and I’m trying to configure password protection only for specific clients, rather than enforcing it globally. My goal is to provide password-protected access to the portal and invoices for select clients while allowing others to continue using tokenized links without a password prompt.
However, I’m encountering the following issues:
Global Invoice Protection Behavior:
When I enable the global “Password Protect Invoices” toggle, it forces a login for all clients, even those for whom I haven’t set a password. I’d like password prompts only for specific clients if possible.
Client-Level Password Protection Issue:
When I disable the global setting and try to apply password protection at the client level via: Clients > Select Client Name > Settings > Client Portal > Authorization Tab > Check "Password Protect Invoices"
There is no option to set a password for that specific client.
It seems the per-client password option isn’t functioning as expected, or my configuration is simply incorrect.
Could you confirm if I’m doing this correctly, and if not, please guide me on the correct steps to achieve my intended setup?
I downloaded the desktop app (Windows 11), and still no luck. I am able to enable password protection at the client level, but enabling it doesn’t introduce a password field for that client. I am using the desktop app.
I can customize the header in the “Customize” tab in the Client Portal settings (client level). So that feature does work for that unique client. Now I know client level portal adjustments are possible. But for client level passwords, it just seems like something isn’t working as intended or I’m a complete dunce and am not doing something correctly.
Any guidance at this stage? I appreciate your time and help on this.
Also, thank you for sharing the desktop app, I wasn’t aware it existed.
