Worksheet

Client portal visibility map

Visibility table listing every document and field you hold about a client, such as invoices, quotations, timesheets, internal notes, cost rates and drafts. Columns mark visible or hidden, which client role may see it, who releases it and the launch phase, with phase one limited to invoices and statements. The last row records the dummy login.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “What a client portal should show and what it should keep private”, www.gullysystem.com/blog/what-a-client-portal-should-show-and-what-it-should-keep-private