What type of access do clients have?

Clients have access to their reports and invoices through the client portal. To give them access you need to go to ClientsContactsedit and check the has access to the client portal option and set a password.

You can share the portal link by right clicking on the blue client portal hyperlink, copy the link and send that together with the email address and password.


Tips & Tricks To keep your clients up to date, you can share a live report with them. Each time they access it, the report updates itself with the latest data on the project.

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