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How can share data with my customers?

HomeHow can share data with my customers?

There are two ways to shared data with your customers:

  1. Client has their own cosmetri account and can add you as a service provider user. Ask them to select the 'Service Provider' user type and to enter the Administrator username for your Service Provider account. You will receive an activation email to set your password. Once the client has activated your user account, you'll see that account under 'Service Providers/Customers' and be able to click to login directly to the customer's cosmetri account. The client is responsible for setting any Department and Customer group permissions to control the level access you will have to their data once logged in. Under 'Service Providers/Customers' you can also view a summary of any tasks and notes the client has assigned to you.
  2. Client logs in to your account: create a user in your account of the type 'Customer'. Client users cannot see or interact with each other. Use the Departments and Customer group settings to set restrict their access and the actions they can perform. This can be especially useful for allowing customers to add and update their Projects directly in your account. For further information, check the user guide.