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CRM and Clients
What can a client see and do
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CRM and Clients
What can a client see and do
Clients can:
Edit their basic profile information (contact information, and login details)
Browse documents - only those that are shared with them.
Clients can carry out all actions on documents based on their set share settings: View only, Edit, or Edit and delete
Clients cannot edit anything in the organization’s Root Folder
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Add a client
Custom Fields
Manage your login and password
Delete client user
Re-send client registration link
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Add a client
Custom Fields
Delete client user
Manage client login and password
Manage your login and password
Re-send client registration link