Customer role

The Customer role is for your clients' people. A customer signs in to a portal that shows only records for the client or project you gave them, and can't change anything except the forms and reviews you ask them for.

Customers are not listed on the Members tab. You manage them as contacts of the client.

Give a client contact access

Add the person as a contact of the client or project and turn on Grant Client Portal Access. Assignar Pay emails them an invitation, and they create their login from it. See Manage clients and projects.

What they see depends on where you added them:

• A contact of the client sees the records of every project of that client.
• A contact of one project sees that project's records only.

Owners, Admins and Managers can give portal access; it takes Invite customer portal users.

You can also give a contact access, or take it away, from an invoice's Supporting Evidence tab. See Let a client contact see the evidence.

If your account limits access by location, you can give a project contact portal access only when the project is inside your locations, and the same goes for restoring someone's access to a project or order, or re-sending an expired invitation that covers one. Otherwise nothing is saved and the access isn't given. Access for a contact of the client isn't limited this way. To give access to another location's project, ask someone with access to that location.

What a customer sees

• Billing → Invoices: invoices once they are issued. Draft, cancelled and exported invoices stay hidden.
• Workpacks → Assigned to you: the workpacks they have been asked to review. This is where a customer lands when they sign in. See Invite outside reviewers.
• Field Data → Field: the forms open to customers. Those are the forms whose Authorized Roles include Customer (External), that list them under Authorized Users, or whose Authorized Tags their worker holds. See Control form access.
• Field Data → Timesheets and Dockets: the timesheets and dockets of their client or project. United States and Canadian accounts see Field Tickets instead of Dockets.

What a customer can't do

A customer can't create, change or delete invoices, timesheets, dockets or any other record, and never sees your other clients, your team, your rates or your settings.

Customers don't have Milo. For help with the portal or their access, they can select their name in the navigation and choose Support, or email support@assignar.com. See Get help.