You need admin rights to do this

  • Go here:

  • Click Users

  • Click Add User

  • Give them a username and temporary password

  • In the dropdown menu, set Role to Client User

  • Click Save (they will be sent a login email)

  • On the next screen add their first name and surname

  • Under User Clients section, in User Client #1 dropdown, select the organisation whose projects you want to give them read-only access to

  • If you want to let them see another organisation's projects too, repeat the step above for User Client #2 ad User Client #3

  • Click Save

All done. That user will be able to log in and only see projects from the organisation(s) you are permitting them to see. They won't be able to make changes to the data.

Did this answer your question?