What type of access do clients have?

Clients have access to their invoices and time reports via the client portal. In order to grant them access please go to:

ClientsContactsEdit → check the has access to the client portal option and set a password. To share the link right click on the blue client portal hyperlink, copy link and send it to your client together with the email and password that you’ve set up for them.

You can limit the access to reports through the client portal by using the Share/Private option for each report. Please note that you can share reports only if they have been created for a single client (reports that include more then one client are not sharable via the client portal).

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