In COR we can give our customers access to the projects and tasks we need to share with them.
Contact Creation
The first thing to do is to create the contact and associate it to the corresponding client. To do this, go to the "Contacts" section and then click on the blue + button in the lower right margin:
Then, we complete name, surname, e-mail and associate the client to which it corresponds. It is important to keep in mind that the e-mail address we indicate is the one our client will use to access COR.
When you click on "OK", it will confirm its creation and you will be able to view it in the Contacts list:
Share Projects
After having our contact created, we have to go to the "Clients" section and identify the contact to which we are going to give access. By clicking on the three little dots on the right, we will have to select the option "Provide Access":
This will take us to a new section where we can select the projects we want to share. If we have many projects, we can apply the filters to identify the ones we need.
Then, we must click on the "SHARE WITH" button that will appear in the lower right margin when selecting at least one project. This will open a new modal that will allow us to choose the contacts by clicking on the + Button:
Note: By clicking on "+ NEW CONTACT" you can create a new one directly from this section.
After having selected the contact we want to access the projects, we have to click on "INVITE":
In this way, our contact will receive an email with the invitation and his/her COR password.
Share Tasks
At this point, our contact has access to COR and can view the projects, but does not yet have access to the tasks. For him to be able to view them, it is necessary to enter each one we want to share with him and select the "Share" option:
Contact Access
Our clients will be able to access COR after we have created them as contacts and shared at least one project with them. Their access will be from https://cor.works/access/login and if It is necessary, they will be able to reset their password from https://cor.works/access/password/reset
