Customising the Portal Forms

The Junari Portal allows your clients to update their information directly via their Client Portal login

It also allows users to invite new users to their organisation

Customising Forms

You can customise the forms shown on the portal, via Settings -> Customisation, then click Address Book

Click Customise Screens, then select one of the "Portal" screens to edit it.

For each field on the form, you can set whether it is readonly, etc.