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How can I share data and documents with my client?

HomeHow can I share data and documents with my client?

Login to your client’s account using the user account that they created for you, as listed under 'My Clients' in your Service Provider account. You can then directly enter data in their account as well as upload any documents. Check your dashboard and respond to any notes and tasks assigned to you. If you are assigned as a test operator for any pending or overdue tests, these will also be displayed.

You can publish data from your Service Provider account for import by your client – including product/formulas, raw materials, test groups and packaging items. You may also create publishing groups to publish data for import by an user added to that group.

See the following guides for further support:

https://www.cosmetri.com/docs/cosmetri-publishing-guide.pdf/
https://www.cosmetri.com/docs/cosmetri-import-shared-data-guide.pdf

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