Allow admins to hide level-three and deeper actions in Client Portal
A
Alina Domaratska
FINRA uses level-three actions as internal checklists. Portal users can expand and view them, exposing internal process steps and creating avoidable questions.
Allow Client Portal admins to hide actions below level two, ideally through portal configuration.
Acceptance criteria:
- Admins can prevent level-three and deeper actions from appearing in the portal.
- Parent actions and level-two deliverables remain visible.
- The setting does not change internal project visibility.
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