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Can we enable our customers to see their Quotes, Leads, Invoices...?
Hi,


Would it be possible to give our customers access to their own information, i.e. their Quotes, Leads, Invoices, their personal data?

We would like some of our clients to have direct access to their data as is possible with the current CRM we are using.

Looking forward to your reply,
Samo
A friendly bump, since this has not been answered yet. Thanks!
Hi Samo!

You can invite clients to Bitrix24 as external users, but they won't have access to the CRM. Only Activity Stream messages, tasks or workgroups.

Best,

Yana.
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