Invite a customer to see their own documents and permitted project information.
1. Open Customer Portal
Go to Customers → Customer Portal and choose Invite Customer.
2. Choose the right customer
Check the customer record, contact email, and access you intend to grant. Portal access differs from a team role.
3. Send the invitation
Review the address before confirming the invitation. Return to Customer Portal to see whether the invitation is pending or accepted.
4. If they cannot see a document
Check the document belongs to the invited customer and the correct business. Review the portal permissions and the document status before inviting them again.