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Create a "client" role: Only view tasks & dates, don't display resources or comments

The client is invited to TeamGantt and loves the "live view" of his projects. However, our internal resource planning and discussions about availability, sickness, issues etc should not be viewable by the client.

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Torsten shared this idea  ·   ·  Report…  ·  Admin →
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AdminNathan (Co-Founder, TeamGantt) responded  · 

There is currently an option to share a public link to the project. This way the person you are sending it too would not have to log in or create an account. You can also hide files and comments.

To do this, open the project and click Menu→Embed. This is where you can adjust settings to optionally hide information. You will need to create a public key. Then click “Get Embed Code”. The very last option is a link that you can copy and paste.

We need to make this easier, but at least it’s possible for now.

Please let me know if this helps or if you have more questions. Simply respond to this email with your feedback.

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  • AleG commented  ·   ·  Report

    A secured "Client Role" export it would be very very useful for our Business.
    But it should be secured in order to avoid information disclosure (eg. attached documents or Customer names).
    It is also too easy to change settings, like estimated_hours=0&assigned_resources=0. That information should not be shared with Customer from our perspective.

  • Darren commented  ·   ·  Report

    It seems a client can circumvent the 'hide documents/comments' option by simply editing the URL.

    For example: documents=0&comments=0

    Change to: documents=1&comments=1

    All of our internal uploads and comments become fully exposed to the public!

    Am I doing something wrong is or is this by design? If this is by design, is there a different method available to share the chart securely?

  • Alex commented  ·   ·  Report

    Nathan, I like the public link to share with clients and the ability to hide comments. Is there any way for the client to not see our team comments internally but us allow them to comment on items and us have a conversation with them?

  • Torsten commented  ·   ·  Report

    Thank you for the feedback! This works nicely for an email link and is a good help.

    I'd like to keep the "Client Role" in this request because a named account would still be better from my view as the client would receive email updates and would feel more involved.

  • Ian Strawn commented  ·   ·  Report

    I agree with the public and/or pswrd protected link. We want to be transparent with clients, but not too transparent. Also, to make them sign up, or set up an account for them, complicates and slows adoption and use.

  • Torsten commented  ·   ·  Report

    Agreed - anonymous would work as well.

  • Guy commented  ·   ·  Report

    Rather than adding as a specific member, being able to create a public link (with notes, resources, etc. removed) or password-protected link and send link to client.