What a client should see in a form dashboard
Sending a CSV every Friday is not a client portal. Here is the access model that works: one permission per form, read-only by default, revocable in one click.
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Sending a CSV every Friday is not a client portal. Here is the access model that works: one permission per form, read-only by default, revocable in one click.
Why emailing CSV exports and sharing logins both fail, and how per-form read-only access with revocable invitations works in practice.