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Managing App Permissions in Client Portal: Activating/Deactivating a Child App
Control which child apps appear in your Client Portal, choose the default landing page, and manage notification emails so clients only see—and receive—what matters.
Creating a Cleaner and More Focused Client Portal Experience
Client portals can quickly become overwhelming when users see too many tools, notifications, or features that are not relevant to their specific experience.
BizStackPro App Permissions allow businesses to activate or deactivate child apps, choose a default landing page, and manage email notification behavior inside the Client Portal.
Leaving unnecessary apps enabled or sending too many notifications can create cluttered portal experiences, increase confusion, and reduce overall engagement with the tools clients actually need.
This guide explains how to manage child app visibility, configure default portal pages, control email notification preferences, and customize portal-related email branding inside BizStackPro.
Before adjusting portal visibility and notifications, it helps to understand how App Permissions and Email Settings work together inside the BizStackPro Client Portal.
Overview
App Permissions in the Client Portal let you decide which child apps clients can see and use. You can toggle apps on/off, set a default page for the portal experience, and control email notifications (including customizing the email content and branding).
Important: Disabling an app typically hides it from the portal UI, but it does not delete underlying data. You can re-enable the app later without losing content.
Key Features and Benefits
- Cleaner portal experience: Hide tools clients don’t need.
- Focused navigation: Set a default page so clients land where you want.
- Fewer distractions: Reduce clutter and confusion by disabling unused apps.
- Smarter email flow: Control which child apps send notifications and how those emails look.
1) Access App Permissions
- Go to Sites → Client Portal.
- Open your portal Settings.
- Click App Permissions.
You’ll see a list of available apps (active and inactive) that can be displayed in the client portal.
2) Enable or Disable Child Apps
Use the toggle beside each child app to control portal visibility.
- Enabled: The app appears in the portal and is accessible.
- Disabled: The app is hidden and not accessible in the portal interface.
Heads up: If you disable an app by mistake, just toggle it back on. The feature reappears for portal users.
3) Set a Default Page
Choose the first page clients see after logging in (great for directing attention to your most-used tool).
- In App Permissions, find the Default Page dropdown.
- Select the page you want as the portal landing page.
- Click Save.
You can change the default page anytime as your portal experience evolves.
4) Manage Email Notification Preferences
Some child apps can send portal-related emails (for example, areas like Communities or Certificates). You can toggle these notifications on or off to prevent inbox overload.
Adjust notification toggles
- Go to Sites → Client Portal.
- Open Settings → Email Settings.
- Use the toggle for each child app to turn notifications ON or OFF.
Note: Turning off notifications changes which emails are sent—it does not change access to the child apps themselves.
Options may vary by location and by which child apps are available in that location.
5) Customize Email Content and Branding
If a child app sends emails, you can usually customize the message layout and branding using the Email Builder.
- In Email Settings, open the Email Builder for the child app.
- Choose an existing template or start from scratch.
- Update text, logo/images, layout, and brand colors.
- Add personalization fields where needed (name, portal links, etc.).
- Save changes and send a test if available.
Example: If clients complain about “too many emails,” disable notifications for low-priority apps and keep only the ones tied to action steps (courses, community updates, etc.).
Keep your portal clean and on-brand
Enable only the child apps your clients need, set a clear default page, and control notifications so the experience feels intentional—not overwhelming.
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Frequently Asked Questions
Can I change my default page later?
Yes. Return to App Permissions anytime to update your default page or adjust app visibility.
What happens if I disable a feature I frequently use by accident?
Go back to App Permissions and toggle the app back on. The feature will reappear for portal users.
What happens when I disable an app in the client portal?
The app is hidden and no longer accessible in the portal interface.
Will disabling an app affect users’ access to their existing data?
No. Disabling hides the app from view but does not delete or modify stored data.
Will disabling notifications affect access to child apps?
No. Turning off notifications only affects which emails are sent—not app access.
Can I adjust email notification settings per location?
Yes. You can customize notification preferences by location and by child app availability.
Deliver a simpler, better client experience
App Permissions and Email Settings help you reduce noise, improve navigation, and keep portal communication aligned with your brand—without removing or losing underlying data.
Cleaner portal. Better engagement.
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