Client Permissions
Control what clients can see and do.
Permission Levels
View Only
- See request status
- Read public comments
- Cannot create or modify
Submit Requests
- All View Only permissions
- Create new requests
- Add attachments
Full Access (default)
- All Submit permissions
- Add comments
- Update request details
Project-Level Settings
Each project controls:
| Setting | Description |
|---|
| Client visible | Show in portal |
| Request submission | Allow new requests |
| Comment visibility | Hide internal notes |
| Work item visibility | Show breakdown |
What Clients Cannot See
Always hidden from clients:
- Internal comments (marked private)
- Issues and GitHub links
- Team discussions
- Other clients' requests
- Billing and settings
Role Comparison
| Action | Client | Member | Admin |
|---|
| View assigned requests | ✓ | ✓ | ✓ |
| Create requests | ✓ | ✓ | ✓ |
| See all requests | ✗ | ✓ | ✓ |
| Manage projects | ✗ | ✗ | ✓ |
| Invite clients | ✗ | ✗ | ✓ |
Privacy Best Practices
- Mark sensitive comments as internal
- Review before sharing work items
- Use separate projects for confidential work
- Audit client access regularly