A client follows progress without a login
Who is involved
| Role | What they do |
|---|---|
| Project manager | As project owner, writes and shares the status report and creates the client link. |
| Client | Opens the link with the password they were given. |
Step by step
- Project manager
Generates a status report for the period on the Reports tab.
What they see:A report is drafted from real completed work, moves and risks.
- Project manager
Marks the report as shared, after rewording it through the AI Copilot if needed.
What they see:The report is flagged as shared.
- Project manager
Creates a client link in the project's settings with a password and an optional expiry.
What they see:The link is shown to copy.
- Project manager
Sends the link and password to the client by separate routes.
What they see:The client has both.
- Client
Opens the link and enters the password.
What they see:Sees the project's name, health, progress and the shared reports, and nothing else.
- Project manager
Revokes the link when the engagement ends.
What they see:The link now shows only a generic unavailable message.
Who is told what
No notification is sent to the client. Five wrong passwords lock the link for fifteen minutes.