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How do I enable the Client Portal? Can I restrict the access to financial details?

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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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