For more information about how to enable your client portal, and how your clients can access your client portal, please refer to the following page:
Enabling task visibility and access
Your client portal offers various options for controlling how much visibility your clients have into their projects and tasks. You can choose from the following three settings:
Clients cannot view tasks: Clients will not see a task tab when they access the portal and will have no visibility into any project tasks.
Clients can view tasks assigned to them: Clients will see a task tab in the portal and will only be able to view tasks that are specifically assigned to them.
Clients can view all project tasks: Clients 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 clients' permissions to determine their level of access beyond task visibility.
These extra checkboxes that enable you to enhance collaboration by giving clients more control. You can choose to allow them to add tasks to their projects themselves, increasing their involvement and visibility.
Please note that client portal settings apply universally to all clients. When you update access permissions, the changes will take effect immediately for your clients.