CoFi Software users can create a limited-view Guest Access link to anyone within our outside of their organization who need visibility to high-level information on a project.
Guest Links will give the viewer access to look at basic information such as project name, location, and budget status. This will not, however, give the guest viewer access to make changes to the project, add or remove payment requests, or approve payment requests.
How to Provide Guest Access to a Job
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