Why can't my client approve proposals within Client Portal?
When your clients can't approve proposals in the Client Portal, double-check the following settings.
Skip to:
• Verify Client Permissions
• Verify Public Visibility
Verify Client Permissions
Note: In order for any changes made below to take effect on the Client side, please advise clients to log out, then log back into the Client Portal after you've saved their Settings. Clients who remain logged in while their Settings are changed may not be able to view the newly permitted content until they have started a new login session.
- Head to Projects > Client Portal and find the target client
- Click the gear under Settings—this is the individual settings menu for each client you invite to the project
- Toggle on the Approval permissions for the ability to approve by item, entire proposal, or both
Verify Public Visibility
- Head to Projects > Proposals or Projects > Invoices page and find your document
- Find the Visible column—a red X means that your client will not be able to view the document
- To enable public visibility, click on the pencil icon to the right to edit the document
- Check the box marked Publicly Visible at the top right of the page; the changes will take effect immediately (saving the document is not required)
