The client seat

You work for customers outside your organisation and want them to follow the part of a project meant for them, and to send requests, without opening your boards or seeing your people, hours or other customers. A client seat gives them that: a free login that sees only what you grant and nothing else.

A client login reaches a customer portal, not your Plankwork. A company groups the client logins of one customer. A lead is a client who also sees the requests their colleagues filed. A view grant gives a client the right to follow a project read-only, through the parts you choose to share. A filing grant gives a client the right to send requests to a project’s Service Desk. Owners can preview exactly what a client sees before anyone is invited.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.