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Articles on:Client Portal & Client Access
Understand how to create client portals, configure them & allow client access.

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  • Preview your client projects before inviting clients
    The ability to preview your project from a client's perspective is crucial for ensuring clarity and professionalism. Anywhere provides a "Preview" option that lets you see your project exactly as a client or external guest would. Preview Option: When you click on the preview, it opens up the Client portal preview in a new browser tab. This is a read-only mode, ensuring you can't make any changes. However, it allows you to navigate between different views, giving you a comprehensive understaFew readers
  • Creating a Client Portal
    Anywhere offers a dedicated space for your clients to access project details, ensuring transparency and fostering collaboration. Here's a guide on how to set up and utilize the Client Portal feature in Anywhere: Setting Up the Client Portal: Client Portal Setup Shared Project Type: Begin by creating a shared project type. The client portal is exclusively available for projects marked as sharedFew readers

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