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AllTask
ClientsreferenceFor admin · Updated 2026-09-16

Client Access Settings

Control what clients can see and do in your AllTask workspace.

clientssettingspermissionsaccessportal

Administrators decide what clients can see and do — including which projects, tasks and files are shared with them, and whether they can raise support tickets.

  1. 1Adjust client permissions

    1. 1.Open Settings.
    2. 2.Open Client Settings.
    3. 3.Choose which modules and records clients can access.
    4. 4.Save your choices.
    Warning: Changing access affects all client accounts, so communicate changes to your team.
    Result: Client accounts immediately fall under the new access rules.

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