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Projects & work items 4 steps ~15 minutes

How do I show a customer files through the portal?

Switch the portal on, invite the customer and show them the files you choose.

  1. 1
    Switching the portal on Office Owner Office administrator Website manager

    Under ErgoWeb → Settings → Customer portal, switch the portal on.

    Guide: What is the customer portal, and what does the customer see?
  2. 2
    What it shows Office Owner Office administrator Website manager

    Under ErgoWeb → Settings → Customer portal, choose the sections: projects, documents, offers, messages.

    Guide: What is the customer portal, and what does the customer see?
  3. 3
    The invitation Office Owner Office administrator Project manager

    From the customer's profile, send an invitation; they sign in with a code by email or with Google or Microsoft.

    Guide: What is the customer portal, and what does the customer see?
  4. 4
    The files Office Owner Office administrator Project manager

    On each file you want them to see, switch on Visible in the portal.

    Guide: What is the customer portal, and what does the customer see?
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