ClientTable
Features
Pricing
Security
Security
PIPEDA
GLBA
Contact
ClientTable winds down on Dec 20, 2024 -
Learn More
CRM and Clients
What can a client see and do
Home
Help Center
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
Related Articles
Custom Fields
Manage client login and password
Manage your login and password
Delete client user
Add a client
Explore the Popular Questions
Go to FAQ Page
Everything you need to run your practice virtually
get started
- for free
Evaluating ClientTable?
Email us
in this category
You might be interested
Add a client
Custom Fields
Delete client user
Manage client login and password
Manage your login and password
Re-send client registration link