> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Configure Portal Settings

> Manage customer portal access, feature availability, client list, and advanced settings from your workspace administration panel.

This guide covers the administrative portal settings available in your workspace settings panel. These settings control portal access, feature availability, and client management.

<Warning>
  This feature requires **administrator** or **workspace owner** permissions. Changes made here
  affect all users in your workspace.
</Warning>

<Info>
  **Who should read this:** Workspace administrators who manage the customer portal from the
  settings panel.

  **Prerequisites:** Admin or Account Owner role.
</Info>

## Navigate to portal settings

Go to **Settings > Portal**. The portal settings page has two sections:

* **Portal Configuration** -- enable/disable the portal, set features, and manage branding.
* **Clients** -- manage individual client access via **Settings > Portal > Clients**.

## Portal configuration

### Enable or disable the portal

Toggle the **Enable Customer Portal** switch. When disabled:

* The portal URL returns a "Portal not available" page.
* Existing client sessions are ended.
* Client data is preserved and will be available when the portal is re-enabled.

### Feature toggles

Control which features are available to portal clients:

| Feature                         | Default | Description                                                   |
| ------------------------------- | :-----: | ------------------------------------------------------------- |
| **Trip requests**               |    On   | Clients can submit new trip requests.                         |
| **Quote review**                |    On   | Clients can view and accept/decline quotes.                   |
| **Passenger management**        |    On   | Clients can manage their passenger directory.                 |
| **Invoice viewing**             |    On   | Clients can view trip invoices.                               |
| **PDF downloads**               |    On   | Clients can download invoice PDFs.                            |
| **Messaging**                   |    On   | Clients can exchange messages with your team.                 |
| **Travel document requirement** |   Off   | Passengers must have travel documents before trip assignment. |

### Request routing

Configure how incoming trip requests are handled:

| Setting                    | Options                                                    |
| -------------------------- | ---------------------------------------------------------- |
| **Auto-assign dispatcher** | Select a default dispatcher or leave as manual assignment. |
| **Request notification**   | Who receives email notification for new requests.          |
| **Require approval**       | All requests need explicit dispatcher approval.            |

### Branding

See [Manage Portal Branding](/en/how-to/portal/manage-portal-branding) for logo, color, and welcome message configuration.

## Client management

Navigate to **Settings > Portal > Clients** to manage individual client access.

### View client list

The client list shows:

| Column         | Description                                      |
| -------------- | ------------------------------------------------ |
| **Name**       | Client full name.                                |
| **Email**      | Login email address.                             |
| **Role**       | Owner, Charter Client, or Customer.              |
| **Status**     | Active, Pending (invitation sent), or Suspended. |
| **Last login** | Date and time of most recent portal sign-in.     |
| **Trips**      | Number of trips associated with this client.     |

### Suspend a client

1. Click the client's row to open their detail page.
2. Click **Suspend Access**.
3. The client can no longer sign in to the portal. Their data is preserved.

To reactivate, click **Reactivate Access** on the same page.

### Remove a client

1. Click the client's row to open their detail page.
2. Click **Remove Client**.
3. Confirm the removal.

<Warning>
  Removing a client revokes their portal access permanently. Their trip history and passenger data
  remain in your workspace for record-keeping, but they can no longer sign in. To restore access,
  you must send a new invitation.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Set Up the Customer Portal" href="/en/how-to/portal/set-up-customer-portal">
    Initial portal setup guide.
  </Card>

  <Card title="Send a Portal Invite" href="/en/how-to/portal/send-portal-invite">
    Invite new clients to the portal.
  </Card>

  <Card title="Portal Features Reference" href="/en/reference/portal-features">
    Complete feature list for portal users.
  </Card>

  <Card title="Manage Privacy" href="/en/how-to/admin/manage-privacy">
    Privacy controls for client data.
  </Card>
</CardGroup>