Clients

Choose what a client can see

Share updates, approvals, files, and invoices without internal noise.

Help guideUpdated July 17, 20264 steps

A clear path through this workflow.

Client access is project-scoped. Publish a curated record instead of exposing the internal operating timeline.

Client access is project-scoped. Publish a curated record instead of exposing the internal operating timeline.

Use the client role with assigned-project scope and verify the exact project membership.

Mark only approved updates, documents, estimates, invoices, photos, and punch summaries as client-visible.

Assignments, internal comments, cost discussions, and draft records remain hidden unless explicitly published.

Use the client view to confirm the information is understandable and no internal data is exposed.

Related help

Learn how roles, memberships, and project scope work together.

Give office, field, finance, and support the right access.

Capture project, location, caption, date, and photographer.

Share the project context and the result you need. LivraOne support will keep the answer direct.