Setting up client account

Forum|Forum|1 year ago
March 26, 2025
2 replies
483 views

I want to know the feasibility of setting up a client account with limited view access to only projects that they are on. This is something that is new to me and I have not worked with setting up accounts before. Is this something that is possible or would it be better to setup an external app with the information?

Workfront

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Sven-iX

Community Advisor

Would it work to create a group and a accesslevel?
accessLevel "external client" so you can dial down what they can DO

group - so you can dial in what they can SEE

Lawson02Author

Level 6

This is the external client access level. Do you know what a calendar report is?

Sven-iX

Community Advisor

Calendar report is a calendar (main menu > calendars)

No I meant you can create an access level for this external person. Based on whatever they need to be able to do.

kautuk_sahni

Community Manager

@lawson02 just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!

Kautuk Sahni

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