How can I limit client (Viewer) access to assigned projects only?

Limit client (Viewer) access to assigned projects

If you only want your clients to be able to see data for certain projects, you’ll want to make them a User on the organization level, but a Viewer just within those specific projects. The following instructions will show how to do this.

STEP 1

To invite clients as Viewers, click on the Members tab on the left sidebar.

STEP 2

Click the Invite member button.

STEP 3

  1. Enter the email address of your client
  2. Choose Project viewer from the organization role dropdown, and you can also select the project for which you want to add them as a user.

As you enter these details, click Send

If they are already a member of the organization, click on the Members tab on the left sidebar, then click on the user’s role and make sure to set them as a Project viewer.

Step 4

Click on the Projects tab, then click on the project you want them to be able to see.

Step 5

Click on their role and select the Viewer role for the Project.

Another method to do this would be to simply click Pencil icon under the Projects column on Members page for the client’s profile.

Here, as you click on Edit, you will see the following page:
As you click Save you will have enabled the client with viewer access to the project.

 

Projects that have a Viewer role won’t show up on the project member’s desktop app.

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