Overview:
Fine‑tune what customers can do in each module—Projects, Tasks, Estimates, Invoices, Contracts, Tickets, etc.—to match your collaboration needs.
Steps:
In Settings → Roles & Permissions, select Customer.
Expand the Projects section: toggle View, Add Discussions, View Files, etc.
Expand Tasks: allow View Comments, Add Notes, but disable Edit Task.
Repeat for Estimates, Invoices, Contracts, Tickets—enabling only necessary actions.
Click Save.
Tips & Best Practices:
For financial modules, you might allow View Invoices but disable Edit or Delete.
Enable Add Tickets and View Own Tickets to give clients a support channel.
Use the same pattern across modules for consistency (e.g., view‑only for data, comment‑only for collaboration).
Troubleshooting / FAQs:
Customer sees too much data: Check if “All” vs. “Owned” view is set—switch to “Owned” to restrict to their records.
Cannot toggle a permission: You may need to disable conflicting higher‑level permissions first.