Allow portal section: Projects
Customer projects. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Utilities/Tools → API Gateway → Create Client Portal API
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What you’ll accomplish
Customer projects. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Admin Area → Utilities/Tools → API Gateway → Create Client Portal API.
- Find the record, endpoint, field or action used to allow portal section: projects.
- Complete the displayed values exactly as described in this guide.
- Select the available save, submit, send, upload, create, update or confirm action.
- Return to the related register, portal, activity log or API response and verify the expected result.
Fields and options to review
Allowed sectionProjects
PurposeCustomer projects.
Rules the system enforces
- The external session can retrieve the section only when the profile includes its key and the client identity owns the related records.
How to confirm it worked
- The allow portal section: projects workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
Continue with related guidance
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