This guide will look at how to switch off the Request Update button in the client portal.

What does the button look like?

The button appears for clients on the case page:

How to switch off the Request Update button

Click Setup

 

Then click on Case Settings

 

Scroll down to the Client section and untick the box next to Allow clients to Request an Update

then click Save

 

FAQ

Will all clients not have the button or just the clients that I invite after switching the button off?

All clients will not be able to see a button in their online portal i.e. those that were tracking before the button was switched off and those that get invited to track after the button was switched off.