Those with a Client role are able to:
- View tasks that are not hidden from Clients,
- Create, edit and delete discussions,
- Create, edit and delete notes,
- Add files on a task through comments or in the Files section,
- View Time and Expenses (if the option "Allow Clients to see time and expenses" is enabled).
A Client is not able to:
- Access tasks that are hidden from Clients,
- Be an Assignee on a Task
- Reorder or edit tasks or task lists,
- Open/complete tasks,
- Log Time and Expenses,
- Add a new Time Estimate or change an existing one,
- See Time and Expenses if the option “Allow Clients to see time and expenses” is not enabled,
- See Time and Expenses on a task hidden from Clients,
- See access logs.
Sections visible to a Client:
Sections not visible to a Client:
- People,
- Estimates,
- Invoices,
- Reports,
- Add-Ons,
- Trash.