Project Portal that can be Shared with External Parties like Partners and Lenders. | Voters

Project Portal that can be Shared with External Parties like Partners and Lenders.

Dave Robertson

Create a Project Portal where you can share project updates, financial info, and photos with External parties like Investors or Lenders to keep them informed and up to date with progress updates.

September 9, 2024

Dave Robertson

Merged in a post:

View Only/Read-Only Access in User Management

Dave Robertson

Right now you can control user access to specific projects or tools, but those users get full edit access to the tools they have access to.

It would be great if there was a 'view-only or read-only' option so we could give view access to the users without letting them edit any of the data.

A day ago

Tyler

This is a must and is critical to increasing efficieny with investor/ partner continuity. Please front load this feature so we can cut back on emails and eliminate a 3rd party share drive.

Dave Robertson

We are working on a new "Project Portal" feature which will be read-only so you can share information about your project with external users like business partners or lenders.