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 able to access the Client Portal and if they have Full Access or Read Only access.
Within the Preferences section you will have the ability to limit the information you want your client to see. Prior to assigning access to your client it is recommended that you preview what it is that they will be able to see by clicking on the Preview button that appears beside their name within Project > Client Access.
Be sure to watch the video in Client Portal Section.
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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 I restrict the access to financial details?
From within the Client Portal Tab there is a section called Preferences. From there you can decide what to show or what not to show.
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 ...
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 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 ...