Client access & settingsStep-by-step guide
Choose whether the client can read the inbox
Control conversation visibility in the private client portal.
Before you begin
Inbox settings management and applicable inbox access.
Here’s how to do it
Open Inbox, then AI & inbox setup.
Find Client visibility.
Turn Allow client inbox access on or off and wait for the setting to save.
Preview the client portal to check the experience available to the reviewer.
What happens next
The client’s inbox visibility follows the saved setting.
Good to know
Client access is read-only for conversations; it does not grant workspace reply or team-management permissions. Encrypted X history is not shared.