🔑 Granting user access to a client

It is entirely possible to grant a client access to the Taqt portal!
Taqt offers a flexible user management system, enabling to easily share specific data with end clients while maintaining precise control over access scope.

✅ 1. When is it useful to grant client access?

Giving a client access can be beneficial in several scenarios:

• Allowing the client to track real-time services performed on their site.

• Providing complete transparency on user satisfaction levels (with TaqtOne Smile).

• Letting the client monitor reported issues and their resolution (with TaqtOne Action).

• Enabling the client to track activity and service frequency through accessible reports.
  

🛠️ 2. How to grant access to a client?

Here’s how to invite a client to the dashboard:

• Log in to app.taqt.com.

• Go to the “Users & Teams” menu.
  

• Click “Add a User”

• Select who you want to invite:

  • External

  • As: Customer

• Provide:

  • The client’s email address

  • Preferred language for the portal

• Define the access scope:

  • Precisely select the projects, positions, or teams the client can access.

  • The client will only see data linked to the assigned scope.

• Click Send the Invitation.

• The client will receive an email to set their password and access their account.
  

👀 3. What will your client see?

With Customer status access, your client can:

• View data related to Tasks, Data, Service Request and Reports within their scope.

• See events such as checks-in and out, service request and satisfaction votes.

• Download generated reports for their sites
  
  

⚠️ Clients cannot create or modify devices, locations, alerts or users.

ℹ️ 4. Key points to remember

Here’s what your client can and cannot do: