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
- 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)