Settings & Account
Inviting a client or owner as a viewer
Video walkthrough for this article has not been recorded yet — the written steps above are the full guide in the meantime.
Viewer access is free and unlimited — it's built for anyone who needs to see a project without doing day-to-day work in it: an owner, a client, a lender, or anyone else who just needs visibility.
To invite someone (Office & PM)
- Go to Settings → Access and start a new invite.
- Choose Viewer as the seat type.
- Pick which project (or projects) they should see — nothing is pre-selected, so choose deliberately.
- Send the invite.
What a viewer sees (Clients & viewers)
Everything on the project, read-only — schedule, budget, photos, reports, all of it — but no editing controls anywhere. If you're removed from a project, it simply disappears from your list; there's no error, nothing to troubleshoot.
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