To disable Client Portal access, go to the Project and click on the Client Portal option located on the left panel at the bottom.

You will see a check box called “Enable Client Access” at right side of the screen. Once this is unchecked, the client portal will be disabled. Right below, there is a drop down called “Preferences”, you will have the ability to set the default settings that apply to all projects by clicking on the option “Save as Default Settings”.

Can I control what my client sees and preview what they will see?

Yes, the client portal can be fully customized and can be previewed.

To preview, go to the Project and click on the Client Access option on the left panel. Once there, click on the “eyeball” icon located on the right side of the screen in between the envelope and “i” icons.

Also, below the Client Access, you will find the “Preferences” drop down and here you can pick and choose what you would like to share with your client. Keep in mind that the “Enable Client Access” box needs to be checked first as the customer you will give access to.

How does my client access the Client Portal using their username and password?

Important Note: 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, contractor, or support.

After you have sent the credentials to your customer by clicking on the envelope icon, in the Client Access Section of your Project, the customer will receive and email from Contractor Foreman.

The email received by the customer will look like the one shown below.

Once the client click on the client portal link client.contractorforeman.net, they will be able to use their email as the username and the password received to log in.

Once the client has logged in, they will see all the information that you have previously enabled to them.

Can my clients create change order request from the Client 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 projects. Those defaults are then carried over to the Project record within the Client Access tab. If the box “Create a New CO” is checked, your client will be able to create a new Change Order Request.

They will do so by logging into their Client Portal account and clicking on the Financial tab and clicking the the Submit Change Order button. You will then receive an email notification and the pending CO will be visible in your account for your review.

Read this article about Change Order Request.