Overview:
Customer Permissions determine what external users (your clients) can see and do in Laywork. By tailoring these rights, you ensure clients access only relevant data—protecting your internal processes while enabling collaboration.
Steps:
Go to Settings → Roles & Permissions.
Select the Customer role from the list.
Browse the modules (Projects, Tasks, Invoices, etc.) and review each permission toggle (View, Add, Edit, Delete).
Enable or disable actions according to your business policy.
Click Save to apply changes.
Tips & Best Practices:
Start with the principle of least privilege: grant only what’s necessary.
Group similar permissions (e.g., all “View” actions) to turn on/off in bulk.
Document your permission model so teammates understand client access levels.
Troubleshooting / FAQs:
Changes not taking effect? Ensure you saved the role and that the user is assigned the “Customer” role.
Role not visible? Check that you have “Manage Roles” rights under your own account.