You can invite your client to the Client Portal so that they can make selections, approve variations, and view documents, tasks, and the job status for their specific Job.
To enable access for a client, navigate to Contacts > Clients > select the Client
Ensure the client has an email address and then click on
This will send the client an email to enable their portal access
You can customise the amount of information customers can view at a business-wide level by editing the settings at Settings > Other Options.
Below is an example of what your client will see on the Client Portal:
