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Lawson02
Lawson02
New Participant
March 26, 2025
Question

Setting up client account

  • March 26, 2025
  • 2 replies
  • 481 views

I want to know the feasibility of setting up a client account with limited view access to only projects that they are on. This is something that is new to me and I have not worked with setting up accounts before. Is this something that is possible or would it be better to setup an external app with the information?

2 replies

kautuk_sahni
kautuk_sahni
Employee
September 1, 2025

@lawson02 just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!

Kautuk Sahni
Sven-iX
Sven-iX
New Participant
March 27, 2025

Would it work to create a group and a accesslevel? 
accessLevel "external client" so you can dial down what they can DO

group - so you can dial in what they can SEE

    Lawson02
    Lawson02Author
    New Participant
    March 28, 2025

    This is the external client access level. Do you know what a calendar report is?

     

    Sven-iX
    Sven-iX
    New Participant
    March 29, 2025

    Calendar report is a calendar (main menu > calendars) 

    No I meant you can create an access level for this external person. Based on whatever they need to be able to do. 

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