Customer Role

The Customer role provides limited, secure access for external clients and customers who need to view specific information that has been shared with them by your team. This role ensures customers can stay informed about their projects and invoices while maintaining strict security boundaries.

Who Should Be a Customer?

The Customer role is designed for:

• External clients who need to track their project progress
• Business customers who require access to their invoicing information
• Project stakeholders who need visibility into specific project data
• Third-party partners who require limited access to relevant information
• Anyone outside your organization who needs controlled access to specific data

Customer Access Capabilities

As a Customer, you have carefully controlled access to information specifically shared with you:

📄 Invoice Viewing

• View invoices that have been specifically shared with you
• See invoice details, amounts, and status information
• Track payment history for your invoices
• Access invoice documents and attachments
• Monitor billing information relevant to your projects

🔐 Controlled Information Access

• Access only the specific information granted by the business team
• View project data that has been explicitly shared with you
• See relevant documents and communications
• Access status updates for your specific projects
• View information through a secure, controlled interface

What Customers Cannot Do

The Customer role is highly restricted to ensure security and privacy:

❌ No Creation or Editing Capabilities

• Cannot create invoices, documents, or any business data
• Cannot edit or modify any existing information
• Cannot update project status or details
• Cannot change any settings or configurations

❌ No Internal Business Access

• Cannot view internal business operations or data
• Cannot access team information or organizational details
• Cannot see financial information beyond what's specifically shared
• Cannot view other customers' information or projects

❌ No Administrative Functions

• Cannot invite other users or manage access
• Cannot modify account settings or permissions
• Cannot access billing or subscription information
• Cannot perform any administrative actions

❌ Limited Scope of Information

• Can only view information explicitly granted by your business contacts
• Cannot access comprehensive project or business data
• Cannot view historical information beyond what's been shared
• Cannot access advanced features or reporting tools

Security and Privacy

The Customer role prioritizes security and data protection:

🔒 Access Control

• Granular permissions: You can only see information specifically shared with you
• Time-limited access: Access can be revoked or modified at any time
• Audit trail: All access and viewing activity is logged for security
• Secure authentication: Strong login requirements protect your access

🛡️ Data Protection

• Isolated viewing: You cannot see other customers' information
• Read-only access: You cannot modify or delete any information
• Controlled sharing: Only authorized team members can grant you access
• Privacy compliance: Access follows strict data protection guidelines

Getting Started as a Customer

When you receive Customer access:

📧 Invitation Process

1. Receive invitation: You'll get an email invitation to access your information
2. Create account: Follow the secure registration process
3. Verify access: Confirm your identity and contact information
4. Review available information: See what has been shared with you
5. Contact support: Reach out if you have questions about your access

🔑 Account Setup

• Secure password: Create a strong, unique password for your account
• Contact information: Keep your email and contact details current
• Notification preferences: Set how you want to receive updates
• Access guidelines: Review what information is available to you

Using Your Customer Access

📊 Viewing Your Information

1. Log in securely to your Customer portal
2. Review available invoices and project information
3. Check for updates and new information shared with you
4. Download documents that have been made available to you
5. Contact your business contact if you have questions

💬 Communication

• Direct contact: Reach out to your primary business contact for questions
• Support requests: Use provided contact methods for technical support
• Information requests: Ask for additional information or clarification as needed
• Feedback: Provide feedback on your experience and information needs

Best Practices for Customers

🔐 Security

• Protect your login: Use strong passwords and secure access practices
• Don't share access: Keep your login credentials private and secure
• Report issues: Contact support immediately if you notice any problems
• Regular reviews: Check your information regularly for updates

📋 Information Management

• Stay informed: Review information shared with you regularly
• Ask questions: Contact your business contact for clarification when needed
• Keep records: Download and save important documents for your records
• Provide feedback: Let your business contact know if you need additional information

🤝 Communication

• Be proactive: Reach out with questions or concerns promptly
• Use proper channels: Contact the appropriate people for different types of questions
• Be patient: Understand that access changes may take time to implement
• Stay professional: Maintain professional communication in all interactions

Getting Help and Support

📞 Support Options

• Primary contact: Your main business contact is your first point of contact
• Technical support: Use provided support channels for login or technical issues
• Documentation: Review available help documentation and guides
• Account questions: Contact appropriate personnel for account-related inquiries

❓ Common Questions

• Access issues: If you can't log in or access information
• Information requests: If you need additional information or documents
• Technical problems: If the platform isn't working correctly
• Account updates: If your contact information or access needs change

Understanding Your Access

🎯 What to Expect

• Limited scope: You'll only see information relevant to your projects
• Regular updates: Information will be updated as your projects progress
• Secure environment: All access is logged and monitored for security
• Professional service: Your business contact will ensure you have appropriate access

📈 Information Updates

• Project progress: See updates on project status and milestones
• Invoice information: View new invoices and payment information
• Document sharing: Access new documents as they become available
• Communication updates: Receive notifications about important changes

Working with Your Business Team

🤝 Collaboration

• Clear communication: Discuss your information needs clearly
• Regular check-ins: Schedule regular reviews of project progress
• Feedback provision: Share your thoughts on the information and access provided
• Professional relationship: Maintain positive working relationships

📋 Information Requests

• Be specific: Clearly explain what additional information would be helpful
• Understand limitations: Recognize that some information may not be shareable
• Timing considerations: Allow appropriate time for information to be shared
• Compliance understanding: Respect privacy and security requirements

The Customer role ensures you have secure, appropriate access to your project and invoice information while maintaining the highest standards of security and privacy. Use this access to stay informed about your projects and maintain clear communication with your business partners.