Invite a client and choose Full or Limited Access

An invitation gives one person access to one client in the portal. A person who works for several of your clients is invited to each.

1. Open the client, then its Details tab, and find BMS for Clients. The table lists the people connected to the client, with their Access and Invitation status.

2. Press Invite on the person’s row. The link appears only for people with an email address on their contact card.

3. In Invite, choose:

   • Email address: one of the person’s own addresses.
   • Access level: Limited Access (only what is sent to them) or Full Access (every task and document for the client).
   • Billing, if shown: whether they can see and pay the client’s outstanding invoices. It starts ticked for Full Access and for the client’s billing contact.

4. Press Invite. The invitation is for this client only and expires in 7 days.

After the invitation: the access level (1) can be changed at any time; Resend (2), Revoke (3) and Edit Login Details (4).

Full or Limited Access

	Limited Access	Full Access
Requests	Only those sent to them	Every request for the client
Your Work	Only jobs a request was sent to them on	Every job of a service
Documents	Only what was sent to them	Every document shared with the client

The invitation column

The Invitation column reads Not invited, Invited with the days left to accept, Expired, or Accepted.

Needs email to be set up

The invitation is sent by email. If your BMS has no email server set up, the invitation is still recorded, but no email leaves BMS and the dialog says so. Ask the person to open the portal from a client request instead, or set up email and press Resend.

Tip

Sending a client request to someone without portal access also gives them access to the work’s client, so a request is another way to invite a client. See Send a client request.