Setting up Clients to Access The Client Portal
Give your client access to view particular details of their Project.
Below you will find a step-by-step guide to creating a Client profile and a breakdown of the different access permissions available.
Creating a Client
- Navigate to the person icon and select Settings
- Under the People heading in your navigation pane select Clients
- Select + New Client
- Populate with your Clients details
- First Name
- Last Name
- Email address
- Click Create Client
Selecting and allocating Client Permissions
There are number of different Permissions you can allocate to your Client.
- Select what Projects are available to your Client.
- Select what types of Task your Client can view.
- Select what reporting will be available to your Client.
- Select if the Gantt Chart for selected Projects will be available to view.
Allocating Projects
- Clicking on the drop down box you are able to select what Projects you want this Client to view. You can select multiple Projects if required
Allocating within a Project
Within your Projects setting you are able to easily navigate back to your Client Portal to allocate the applicable Client to that Project
- Navigate to your Project settings
- Under the Clients heading, select More details
- You will be redirected to your Client Portal where are you able to select the client and add the applicable Project
Task visibility
This is the type of Task your client will be able to view on selected Projects.
There are six different types of Task:
- Tasks completed by your team
- Task completed by Subcontractors
- Tasks that relate to items you own and hire out to the Client e.g. Mobile scaffolding, Bobcat, Kango.
- Tasks that relate to any Sums
- Internal Tasks e.g. Administration or Mileage
- Task milestones e.g. Build section completed
General
- Default Task Type. Manually created tasks will have a Task Type of General until an alternate Task Type has been assigned
From the drop down box under Task Visibility select the Task Types you want your Client to view. You can select multiple Task types for your Client.
Reports Visibility
You can select what Reports are visible to your Client.
Scheduling
Allow your Client to view the Gantt Chart of their allocated Projects
- Once you have allocated your Client all the applicable Permissions click Save permissions
Your Client will receive an email notifying them you are inviting them to join Builda Price. This email will contain a link to create a Password and Login.
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