Client Access in Sharp Projects

Client Access in Sharp Projects

Overview

Client access in Sharp Projects allows clients to view boards, projects, and tasks, similar to Basecamp.
The goal is to enable collaboration with clients directly within Sharp Projects.

Admin Access and Client Management

Administrators can add clients to companies, granting them access to specific projects and tasks.
To add a client, admin access is required.
Client access can be managed in the admin panel, where you can filter by access level to view client accounts.

Client Company Access

Administrators can assign clients access to specific companies.
This feature is primarily useful for client-level accounts.
When a new account is created, it's typically set to the client level.
After selecting the companies, click save.

Client User Interface and Access

Clients have a similar view to regular users but with restricted details.
Clients can be added to tasks, potentially allowing them to list hours for billing purposes.
Contractors can also be added as client-level users, with tasks assigned to them for billing.
Client access is limited to specific items they are supposed to be working on, ensuring they only see relevant information.

Data Filtering and Access Restrictions

The system filters lookups based on the client's access, so they only see companies, projects, and tasks they have been granted access to.
For example, if a client has access to Sharp and Safeguard, they will only see projects and tasks related to those companies.
The filtering applies to all lookup queries, ensuring consistent access restrictions.

Project Details and Collaboration

Clients can view all project details, enabling them to stay informed.
They can also add time logs, although this is more relevant for contractors than clients.

Project Collaboration Board

Clients can access the project collaboration board, allowing them to participate in discussions and add cards.
The collaboration board is fully unlocked for all logged-in users, enabling seamless communication and task management.
Clients can add cards for bugs, features, or other tasks, facilitating easy collaboration.

Potential Use Cases

Streamline communication and task management with clients.
Enable contractors to track their time and tasks for billing purposes.

Contractor Billing Scenario

Contractors added as clients can log their time against specific tasks, which can then be billed to the client.
The system ensures that contractors only have access to the projects and tasks they are assigned to, maintaining security and control.

Bugs and Issues

Some search functionalities may not work correctly for client accounts.
The methods on the collaboration board may not display correctly for clients.

Summary

Client access simplifies collaboration on projects.
It limits access to relevant information.
Clients can collaborate on the pieces that you need out of them.