Please can someone explain me. When I want a customer to see only their own invoices etc when logging in to the user portal (I use self hosted), but not being able to see other customers invoices (logically), is the right way to do it to link a user account to a customer and set the user account to have the permission to view every document type?
Can I be sure the customer can’t see things he’s not supposed to see?
And if I have multiple contacts with one customer, It looks like the linked ‘user’ account is related to the customer, not to the user…
It’s all still a bit blurry to me.