Whenever you add a contact to your Open To Close account, you can invite them to their own Client Portal View. This allows them to see various information regarding any transaction they are a part of. Here's how it works.
You will create different Portal Roles in your account and assign each role specific permissions. Then, when you add a new contact, you can assign them one of the roles with the permissions already set.
For Example:
You can create a role for the Buyer and give the Buyer role any permission that allows the Buyer to see the information that pertains to their transaction. That same transaction might have another role for the Inspector, but the Inspector role will have different permissions because they don't need to see the same information that the Buyer does.
Below is a list of all the different permissions available for your clients.
Permissions for the Client Portal User
Client permission setup can be done either in the Access tab inside the transaction or from the Organization menu. Go to the Portal Roles, and click the Permissions link next to any of the roles in your Organization.
This will open a side panel to the left where you can start adding permissions for that portal role. If you accidentally add a permission, you can always click on the trash icon to remove it from that role.
Here are the Available Permissions you can select.
Timeline - these are the transaction dates such as closing, EM due date, inspection date, etc.
Details - these are the property fields such as Contract Status, Contract Client Type, Property Access, etc.
Contacts - these are the contacts involved in the transaction which can be Buyer, Seller, Lender, etc.
Documents - there are two types of document permissions: the ability to upload documents and the ability to download documents.
Tasks - these are the tasks that can be added to the client portal user: Completed, Scheduled, and Unscheduled.
Note - This is the transaction note. Always check if the EX button on the transaction note is grayed out or turned on (dark gray). Once the EX button is turned on, transaction notes will NOT appear in the client or agent portal.
IMPORTANT:
This is a read-only access. Users with client portal access cannot add or make changes to the timeline, add or change details, complete tasks, or add notes.