Step-by-Step Guide:
- Invite User:
- Go to Clients, select the Client, and click the Portal Access tab.
- Click + Invite User and enter the client's email address.
- Set Permissions:
- View Reports: (Recommended) Allows viewing Daily Activity Reports (DARs) and Incident Reports.
- View Schedule: (Optional) Allows viewing upcoming guard shifts.
- View Real-Time Map: (Premium) Allows the client to see the live GPS position of guards on their property.
- Send Invite:
- Click Send Invite. The client will receive login credentials via email.