Can Client Access be enabled from directory rather than project?

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• How do I enable the Client Portal? Can I restrict the access to financial details?

  From Project module click on the "Client Portal" Tab. In top left portion of screen check the box that says "Enable Client Portal." Once enabled, you will have the option to decide which of your customers contacts (and their Additional Contacts) are ...

• How do I enable or disable Client Portal access?

  To disable Client Portal access, go to the Project and click on the Client Portal tab. You will see a check box called "Enable Client Access" Once this is unchecked, the client portal will be disabled. Within Project > Settings > Client Access, you ...

• Can my clients designer or architect have access to the client portal?

  Yes, it is possible to create multiple Client Portal accounts for the same Project with different accesses so the designer can also see the Client Portal.

• How do I send Login Credentials to my Client for use with the Client Portal?

  To send Login Credentials to Client for Client Portal, go to the Menu and select Projects and pick the Project you wish to email the credentials to. Once here, go to the Client Access tab and click Email Login Details button to send it to their ...

• How do I assign or restrict Project access for Employees and Subcontractors??

  To restrict Project Access for Employees and Subcontractors, go to the Directory and choose the user you want to restrict access to. Once here, go to Edit mode which is the pencil icon on the top right. Once here scroll down to Assigned Projects on ...