Client Portals: Seats, Plan Changes, and Add-Ons

Client portals gained real seats. Additional people at a client get their own notifications for messages, meetings and files, with billing defaults by role — and a plan change now travels as a structured request the agency decides on, instead of an email thread.

• Seats hear about their own portal rather than everything routing to one contact
• Plan-change requests are raised, decided and read back in both the web and iOS portals
• The add-on catalogue stops quoting prices it cannot honour