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Client View & Access Control

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  • Public Articles: Visible to everyone, including anonymous website visitors.
  • Client-Only Articles: Visible only when logged into the Client Portal.
  • Internal-Only Articles: Staff-only for internal documentation, training, and notes.

Client Portal view:

  • Clients can search articles, filter by categories, and rate helpfulness (if enabled).
  • Appears as a link inside the portal or via direct URL.
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