RAVE New Feature - Addition of a Secondary Client

Addition of a Secondary Client

RAVE now allows you to provide additional clients access (with their own RAVE client profile and login) to your primary client's project as a secondary client i.e. a husband and wife, or various business partners in a joint venture may each want their own Client Portal login.  You can share almost everything the primary client login can see, but you do have the option to hide the project's Progress Payment sub-tab from the additional client's view i.e. in the case of an insurance company paying for the work (has a primary client login), who are happy to provide similar access to their client (with a secondary client login) for whom the work is being done - but WITHOUT access to the job costings.  

> Full instructions for how to ADD a secondary client are available via RAVE Helps 'How to Add an Additional Person to another Client's Project - as a Secondary Client" in RAVE' FAQ guide

> Full instructions for how to give a client access to progress payment tab are available via RAVE Helps 'How to Give Secondary Client(s) Access to another Client's Project's Progress Payment & Invoices Sub-tabs" in RAVE' FAQ guide

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