Customize Client Portals, Access Controls, and Tax Rates

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Sign-up Portal

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What You Can Customize

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Steps to Customize the Sign-up Portal

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Resetting to Defaults

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Best Practices

• Match the tone of the sign-up heading to your overall client communication style — professional, friendly, or both.
• Keep subtext focused: tell new clients what happens after they register (e.g., “Once you sign up, our team will send you a welcome email within 24 hours.”).
• Test the sign-up flow yourself after saving changes to confirm the page looks and behaves as expected.

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Sidebar & Access Controls

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Roles You Can Configure

• Client
• Super Admin
• Admin
• Manager
• Assignee
• Custom (any custom roles you’ve created under Roles & Permissions)

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Steps to Customize Sidebar Menu Items

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Steps to Configure Role-Based Visibility

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Example Role Configurations

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Important Notes

• Changes are instant: Role visibility updates reflect immediately after users refresh or log back in.
• Most permissive role wins: If a user holds multiple roles, the role with the broadest access takes precedence.
• Custom icons: Upload 32×32 px images to match your agency’s brand visuals in the sidebar.
• Naming consistency: Use clear, consistent naming conventions your whole team understands — avoid abbreviations or internal jargon that new team members won’t recognize.

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Tax Rates

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Tax Concepts at a Glance

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Step 1: Create a Tax Rate

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Step 2: Link Taxes to Services

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Step 3: How Taxes Are Applied

• Taxes linked to a service are automatically calculated based on the client’s billing location.
• The client must provide their country, state, and ZIP code at checkout for location-based tax to apply.
• For Stripe India accounts, full location information (country, state, ZIP) is mandatory.

• When creating an invoice manually, click Add Taxes to choose which taxes to apply.
• Billing address fields populate automatically.
• Only exclusive taxes can be applied to manual invoices — inclusive taxes are not supported in this flow.

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Invoice Tax Display

• Tax Name — the label you entered (e.g., VAT, GST)
• Tax Percentage — the applied rate (e.g., 15%)
• Tax Amount — the calculated amount charged

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Managing Existing Tax Rates

• Edit a tax: Click the tax entry in the list to update its title, rate, or country rules. Updates apply to future invoices and purchases only.
• Delete a tax: Deleted taxes no longer apply to new purchases or subscriptions, but existing invoices that included them are unaffected.
• Deactivate a tax: Set a tax to Inactive to stop applying it to new purchases without deleting the configuration.

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Important Notes

• Coupon discounts apply before tax: When a client uses a discount coupon, the tax is calculated on the discounted price, not the original price.
• Multiple taxes per service: You can attach more than one tax to a single service (e.g., VAT + GST simultaneously).
• Tax applies to add-ons and setup fees: If your service has a setup fee or add-ons, tax is applied to those amounts as well.
• Client location is prefilled: If a client has a billing country and state saved in their profile, those fields are pre-populated at checkout. However, editing the location during checkout does not update the client’s profile.
• ZIP code-based state detection: For U.S. clients, the system can automatically detect the state from the ZIP code and apply the correct regional tax if configured.