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Can Client Access be enabled from directory rather than project?

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No, Client Access can only be enabled from within a specific project. In Contractor Foreman, this is done by navigating to the Project > Client Access tab, where you can set preferences for what you want to share with the client. This ensures that client access is tailored to the specific project and its needs, allowing for control over the visibility of project details, documents, schedules, and more.

However, while enabling Client Access must be done within a project, there are some actions you can take from the Client Access tab within the customer’s profile in the Directory. From this tab, you can manage existing client access by disabling it if needed. Additionally, if you want to modify or enable access for a specific project associated with that customer, you can directly open the project from the customer’s profile in the Directory.

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