Projects · Guide 465 of 624

Share projects with customers

Customers can see their project’s progress in the RockifyERP customer portal.

How to do it in RockifyERP

Invite the customer’s contact to the portal.
On the project, add them as a user.
They log in to see tasks and progress.

Tip: Choose which tasks are visible before sharing.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.