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

• Related Articles

• Can my clients create change order request from the portal?

  Your clients will have the ability to create a Change Order Request from their client portal account if you have given them permission. Within Project > Settings > Client Access, you will have the ability to set the default settings that apply to all ...

• 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 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 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 does my client change their username or password?

  In order to maintain security of your clients information and prevent sharing of this information with others outside of your Directory, the credentials for Client Portal Access are generated automatically and cannot be changed by the client, ...