How do I Turn on Customer/Client Access for a Project?#76

PermissionsCustomer PortalCompaniesProject Collaborating

WORK[etc] allows you to invite your customers to collaborate on projects. For example, you could use this feature in the event that you want to share updates and project documents with a client.

Let's get started:

1 Firstly, turn on your global customer access setting. Settings > Contacts Settings. Enable "Allow customers to sign in and view invoices, support cases etc.

2 For the specific customer you want to grant access for, edit their profile and provide a Primary Email (this is their username) and Password. Then tick "Grant this contact access to companyname.worketc.com"

Now when you create a project associated with that customer, you can simply enable the Customer Access setting on that project.

Customers may perform the following functions from within their secure project viewing area;

Read project description and progress percentage.
Read/Send Emails
Upload Documents
Download Documents
Set reminders

Clients cannot view any Comments or Tasks.

How to Enable Customer Access to your Project#8300:01:30: You can enable the option "Turn on Client Access to this Project and Sub-Projects" to allow your clients to login to the customer portal and view emails and files associated with a project. There are also advanced options which allow you to decide which projects you'd like one to have access to
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Overview: The Customer Portal#126: Invite an unlimited amount of contacts to your company extranet to allow clients to collaborate on projects, manage support responses, and pay off invoices. Enable the customer support portal through your contact settings and then invite clients from their profile.
5 people found this useful.