WEBVTT

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View as.

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Before you invite a client, see the portal as they will.

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Owners and administrators find View as at the top of People and roles.

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Choose a role, from the client to a team manager, or one particular person, to see their own project list.

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Here’s the client.

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A home page of their own: what’s waiting on them, and their project, with its items, proposals, invoices, photos and files, and the boards, renderings and presentations you’ve shown them.

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On the project, only the tabs a client has.

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No costs, no internal notes, and no other client’s work.

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A yellow bar stays at the top.

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Nothing can be saved while you look, so you can click anything safely.

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A contractor sees the jobs they’re on: the items without prices, what’s been issued, what’s arriving on site, and their visits.

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A Restricted seat, for an intern or an outside consultant, has an employee’s tools on the projects they’re given, and no prices: no Propose or Invoice tab, and no price column.

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A designer, this firm’s name for an employee, works with the prices, but has no Firm menu: no settings, and no people to manage.

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When you’re done, the Back button in the yellow bar brings you back to your own view.

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View as is under your name too: View as someone else.

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That’s View as.

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More videos: portspace.io/videos