Adding a customer to a project: Customer role and customer-facing tasks
You add your customer to the project with the Customer role; they see only tasks marked as “Customer-facing” and can comment on them.
- Project manager
- Company Administrator
Adding a customer to the project: What are the Customer role and customer-facing tasks?
Add your customer to the project with the Customer role; they will only see tasks marked as “Visible to customer” and can comment on them. Who can do this: Project manager; Company administrator. The customer is an ordinary DBLinx user and counts towards your organisation’s user limit.
Steps
Add your customer as a user from your DBLinx tenant panel; login credentials are sent to them.
In SmartPM, on the project’s Team tab, select the person, set their role to Customer, and click Add.
In the window of every card you want the customer to see, toggle the Visible to customer switch on 1.
- 1Visible to customer
What does the customer see?
The customer only sees the project they are part of and the tasks in that project marked as visible to customers; these tasks have an eye icon next to them in the list.
- Cannot modify or move tasks, or log time.
- Can read and write comments on open tasks.
- Cannot view the Team tab, time logs, or internal tasks; cannot open projects.