With the Client Reviewer role, clients of the project gain limited access to a project and only view information (such as updates to Activities and Events) that is shared with them. 

This role is intended for clients to view progress and updates on a project without being able to edit, or in​
any way change, the data entered to SYNCHRO Perform.​

Each Activity or Event must be individually shared with a Client Reviewer before they can view its details. ​

Also, with an Activity or Event, each Comment, Photo, or Attachment must be marked as Share with Companies​
before the Client Reviewer will be able to view it.​

Once these have been shared, a Client Reviewer can also view Comments and Photos on the Activities and Events in the Timeline and Gallery functions.​

Further, Client Reviewers can have a project’s Analytics page shared with their company to view live project data.​

Add Share (Client) Company

Before a Client Reviewer can be added to SYNCHRO Perform, they must first have their Company added to SYNCHRO Perform. Once a Company has been added, multiple Client Reviewers can be linked to a single Company.

1. To add a Share (Client) Company, click on Resources > Companies, then,  Add Company.​
2. Select a given Company from the dropdown list,​ or select Add a New Company. ​
3. Enter their details as needed, then click on Create Company.

Note: Only Users with Project Admin status or higher can create or invite Companies or Client Reviewers (Company Users).

Edit Companies

Once Companies are saved in SYNCHRO Perform, their details can be edited at any time.

1. ​Click on Resources > Companies.
   ​
2. Click on a Company’s name, or the  icon, to edit their profile.​
3. Make changes as needed, then click Update Company to save changes.​
4. To view all Activities and Events shared with a client, click on the link in the Shared Work column.​
5. To unshare an Activity or an Event, click .​

Add Client Reviewer

Once Companies have been added to SYNCHRO Perform, Client Reviewers can then be created in SYNCHRO Perform and assigned to a selected Company.

Note: Only Users with Project Admin status or higher can create or invite Users; existing Users can also be edited to become Client Reviewers

1. To add a Client Reviewer, click on Resources > Companies > Company Users, then  Add Company User.
   

1. Select a given Person from the dropdown list, or select Add a New Person.
2. Enter their details as needed, set their Role to Client Reviewer, and select their Company.
3. When all details have been entered, click Invite Client Reviewer User.
   This will send an email to the Client Reviewer inviting them to SYNCHRO Perform; they will need to follow the registration link in the email to finalise registering their account

Edit Client Reviewers

Once Client Reviewers are saved in SYNCHRO Perform, their details and access (as well as the projects they are included in) can be edited at any time.

1. Click on Resources > Companies > Company Users.
   
2. Click on a Client Reviewer’s name, or the  icon, to edit their profile.
3. Make any changes as needed, then click Update User to save changes.
4. Click on the  icon to view a Client Reviewer’s profile.
5. Click on the  icon to activate a Client Reviewer.
6. Click on the  icon to deactivate a Client Reviewer.
7. A message from SYNCHRO Perform will appear to confirm activating or deactivating a User; click OK to confirm the decision.
8. Click on the  icon to add a Client Reviewer to the project.
9. Click on the  icon to remove a Client Reviewer from a project.

Access Management

Client Reviewers can only view individual Activities, Events, and Analytics dashboards that are shared with their Company. These Companies can be added or removed from an Activity, Event, or dashboard at any time.

1. To share an Activity, click on Activities > All Activities, then click on a given Activity.
   
2. Click on Edit Activity, then enter Company name(s) in the Share with Companies box as needed.
3. To remove a Company from an Activity, delete the Company’s name from the box.
4. When all Companies are added (or removed), click Update Activity.

Share an Event

1. To share an Event, click on Events > All Events, then click on a given Event.
   
2. Click on Edit Event, then enter Company name(s) in the Shared with Companies box as needed.
3. To remove a Company from an Event, delete the Company’s name from the box.
4. When all Companies are added (or removed), click Update Event.

Share an Analytics Dashboard

1. To share an Analytics dashboard, click on Home > Analytics.
   
2. Click on Share with Clients.
3. Enter a Client Company’s name, or select a Client Company from the dropdown menu.
   • Multiple Client Companies can be added.
   • If a new version of the Analytics report is published, it must be shared with all selected Client Companies again.
4. When all Client Companies are selected, click on Update Analytics Dashboard.
5. The dashboard will display the number of Client Companies it is shared with; click on Shared with (x) Client(s) to view a list of shared Client Companies.
6. Click on a Client Company to view a list of items shared with that company.
7. Click  Edit Current Version to add or remove Client Companies.
8. Click on Close to exit.

Assign Activities or Events in Bulk

1. To assign multiple Activities or Events at once, click on either Activities > Bulk Assign, or Events > Bulk Assign.
   
2. Select the boxes of chosen Activities and/or Events; click on Filters to find specific Activities or Events. 
   Note: Both Activities and Events are accessible from this page.
3. When all Activities and/or Events are selected, click on Assign Share Companies.
4. Select Client Companies from the Client Name list; when all Client Companies are selected, click on Assign Companies.

Sharing Reports

Templated Reports can also be shared with Client Reviewers, however they will only be able to view these reports once they have been either Submitted or Approved.

1. Click on Settings > Templates > Reports, then click on the  icon of a chosen report.
   
2. Enter names in the Shared with Companies box.
3. When all Client Companies have been entered, click on either Save or Save and Close as needed.