While our platform is principally used for managing internal policies, procedures and operational knowledge, it can also be configured to allow clients to view articles.

When allowing clients to access your site system, you will need to ensure that the user is marked as a client. You will add the user as you would normally, but in the Primary Role select "Client". Double check this setting before letting them log in to your system, to ensure your information is kept secure.

Once a client user logs in, they will not see any tabs relating to your policies. They will only see the Client Policies tab, along with their own User tab.

If you have a special domain name that you wish to point to your site for your clients to access, please contact us to see if we can configure that as an alternative to your regular domain name.

In the Enterprise Edition, you can rename the Client Policies tab to something else.

Note: Please be aware of how many of your clients will be accessing. You will need to make sure that your server has capacity for that number of users, or performance of your system will be impacted. Contact us for further guidance.

Note: It is recommended that you do not use checklists on client policy pages, as this may give them access to functionality such as reassigning tasks to other users in your organization.