Business-level access invites your client into their business profile in the Client Portal, where they can manage their overall profile, documents, and the applications tied to that business. That means every deal on that business, not only the one you had in mind.
Deal-level access is narrower. When you share a specific deal's application, you are giving access to that one application and nothing else.
There is also a read-only external share, for someone who should be able to see a deal but not edit it.
Click through the walkthrough above to see deal-level sharing done end to end.
Use the Manage access tab on a business to invite members and set roles for ongoing business-level access. Use Share on a deal's Application when you only want them collaborating on that single application. Both keep everything synced back to your account.
One thing worth knowing on scope: admins of a management group have access to every business in their portal.
Related
Inviting Business Clients or Partners to the Platform. The steps for granting business level access.
Share With Clients. The steps for granting access to a single deal application.
What roles can I assign to people I invite, and what do they control?. The roles that sit underneath each access level.
Share Externally. The read only option when the person should not edit anything.
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