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Help · Clients & subcontractors

Give your client their own simple view of their project: what needs their approval or signature, updates, photos, documents, choices and a way to report defects. Clients never take a paid seat.

[Draft]

Draft: this article is still being written. The outline below is accurate to how Konverge works today, but the step-by-step detail is not finished. For help with this now, email support.

Who can do it
Owners and admins invite clients with the Client role. Clients see only their own projects.
Where
Phone and web
Status
Draft
On this page
  1. 01What this article will cover
  2. 02In the meantime

This article is still being written. Here is what it will cover, so you know what Konverge does today.

What this article will cover

  • Inviting a client with the Client role, and linking them to the client contact on the project.
  • What the client sees: Waiting for you (quotes to review, change orders, valuations, documents to sign or read), their projects, choices, updates from you, photos, documents and messages.
  • Report a defect for aftercare.
  • Previewing the portal as your client sees it.
  • Why clients are free, and why anyone outside your company should have the Client role.

In the meantime

Invite your client with the Client role from Team (see Invite your team).

If you need a hand now, email support@getkonverge.com and we’ll walk you through it.

Read next

Support

Still stuck?

Email us and say which company and project, what you expected and what happened. A screenshot helps. We reply by the next business day, UK time. Never send us a sign-in code.