For more information about how to enable your client portal and how companies can access your client portal, please refer to the following page:
Enabling task visibility and access
Within your Client Portal Preferences, you have various options for controlling how much visibility companies have into their projects and tasks. You can choose from the following three settings:
Companies cannot view tasks: Companies will not see a task tab when they access the portal and will have no visibility into any project tasks.
Companies can view tasks assigned to them: Companies will see a task tab in the portal and will only be able to view tasks that are assigned to them or tasks that they created.
Companies can view all project tasks: Companies will see a task tab in the portal and will have access to all tasks associated with their project.
Additionally, you can further customize your company permissions to decide which task details companies can see and control whether they can create, edit, and comment on tasks.
Please note that these settings apply system-wide and impact task assignment. If companies are restricted from seeing tasks, those tasks will not be visible when you try to assign them.