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Allow editing company data on Client Portal

Updated

Introduction

In this article, you will learn how to configure editing permissions for member profile data and company information in Client Portal 2 (CP2). You’ll be able to grant your members access to edit either one or both of these sections based on your club's preferences and setup.

  • You will learn how to configure separate permissions for profile data and company data editing, and which fields members can edit based on these settings.
  • This article will be helpful for PG Champions and System Administrators

Before you start

Before you start, make sure that:

  • You can access PGM Settings > System settings > Client Portal > Members.
  • The setting ClientPortal.Registration.InvoiceDetails.Enabled is turned on.
  • You have the right permissions to change system settings in PGM.

Fast lane

This is a short summary of the steps. More detailed information is provided in the next section of this article.

1. Go to: PGM Settings / System settings / Client Portal / Members

2. Turn on: ClientPortal.Registration.InvoiceDetails.Enabled

3. Choose these settings:

  • Member can modify profile data
  • Member can modify company data

4. Save your changes.

Instruction

STEP 1 - Enable and configure editing permissions

  • Navigate to: PGM Settings > System settings > Client Portal > Registration
  • Locate the setting ClientPortal.Registration.InvoiceDetails.Enabled and enable it.
  • Once enabled, go to: PGM Settings > System settings > Client Portal > Members. The system will show two new permission settings:
    • Member can modify profile data
    • Member can modify company data
  • Configure these settings based on your club's requirements:

Option A: Allow editing only company data

  • Turn on: Member can modify company data
  • Turn off: Member can modify profile data

Result: Members can change company information, but personal data is read-only.

Option B: Allow editing only profile data

  • Turn on: Member can modify profile data
  • Turn off: Member can modify company data

Result: Members can change personal information, but company data is read-only.

Option C: Allow editing of both

  • Turn on both: Member can modify profile data and Member can modify company data

Result: Members can change both personal and company information.

STEP 2 - What can members edit in the Client Portal?

Members can edit different fields depending on your settings.

  1. If “Member can modify company data” is on, then in CP2 > Account tab > Edit Profile, members can see and change the following fields:
  • "I want to receive an invoice" (checkbox)
  • TAX ID
  • City
  • Address (Street, house no., apartment no.)
  • Company Name
  • Country
  • Postal code
  • Extra address details

Members can see but not change:

  • Citizenship
  • Personal address
  • Phone number
  1. If “Member can modify profile data” is on, in CP2 > Account tab > Edit Profile, members can see and change:
  • Citizenship
  • Personal address
  • Phone number

Members can see but not change:

  • Company details such as TAX ID and company name
  1. If both settings are on, members can change everything in both personal and company sections.

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