Configuring What Customers See in the Customer Portal

We would like to control which fields the customer sees by default in the customer portal. This includes: columns, default filters, and the number of rows.

Currently, we’re too dependent on the settings the customer sees themselves, which sometimes leads to errors—such as the incorrect use of filters and the number of rows per page. Sometimes hours are missed, which slows down our financial process.

It would also be helpful if the client could see a small dashboard within the tool showing how many hours are still pending approval or have been submitted.