# How are you handling permissions and client separation in FuseBase client portals?

We’re consolidating matter records, documents, and client communication into FuseBase so it can become our single source of truth. The client portal setup (private folders, status page, uploads, and chat on our domain) has reduced email back-and-forth, and the API/MCP access lets our AI assistants read and update records. The tricky part is permissions and client-separation settings, plus some privacy-related controls that can only be changed in the web app and documentation that sometimes lags behind updates. If you’re using FuseBase for client portals, what’s your process for testing privacy and permissions before inviting real clients?

##### Post Metadata
- Posted at: 5 days ago
- Author title: Dad | Alabama Estate Planning and Probate Attorney | Pilot | Flight Instructor | Entrepreneur | Investor
- Net upvotes: 1



## Related Product
[FuseBase](https://www.g2.com/products/fusebase/reviews)

## Related Category
[Client Portal](https://www.g2.com/categories/client-portal)

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