Can I control what my client sees and preview what they will see?
Yes, the client portal can be fully customized and can be previewed. To preview, to go the Project and click on the Client Access tab. Under here, you can select Preview to see how it will look for the client.
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Can Client Access be enabled from directory rather than project?
Client Access can only be enabled from within the Project > Client Access. That is where permissions will be set. From the customers Directory record, it is possible to disable existing access and preview what the customer will see once they log into ...
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 ...
Is the Gantt view available for my client?
The Schedule will be visible in the client portal but the Gantt Chart will not be available for the client to see.
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 ...
How do I change the Logo on the Client Portal?
If you change the main logo on the Contractor Foreman app, then it automatically carries over to the Client Portal. To change that logo, go to the Menu and select Settings. Here, choose Profile and under Company Details, you will see the option to ...