All clients
Compare any report across every client you look after.
Everyone with item-level access, outside people first. Someone who's left or a guest whose work is done shouldn't still be here.
| Person or group | Type | Files and folders | Can edit | Where |
|---|---|---|---|---|
| accounts@hartleyandco.example low | Guest or outside address | 1 | 0 | Clients / Documents |
| j.hartley@ | Guest or outside address | 1 | 0 | Clients / Documents |
| partner@mason-legal.example medium | Guest or outside address | 1 | 1 | Clients / Documents |
| carol.bennett@contoso.example | Member | 1 | 1 | Clients / Documents |
| dan.redford@contoso.example | Member | 1 | 0 | Operations / Documents |
| erin.gallagher@ | Member | 1 | 1 | Clients / Documents |
| mallory.hart@contoso.example | Member | 1 | 0 | Operations / Documents |
| accountant@ | Guest or outside address | 1 | 1 | Finance / Documents |
| orders@dentallab.example medium | Guest or outside address | 1 | 1 | Patient Records / Documents |
| referrals@ | Guest or outside address | 1 | 0 | Patient Records / Documents |
| accounts@hartleyandco.example low | Guest or outside address | 1 | 0 | Clients / Documents |
| j.hartley@ | Guest or outside address | 1 | 0 | Clients / Documents |
| partner@mason-legal.example medium | Guest or outside address | 1 | 1 | Clients / Documents |
| carol.mendes@ | Member | 1 | 1 | Clients / Documents |
| dan.whitaker@ | Member | 1 | 0 | Operations / Documents |
| erin.oneill@ | Member | 1 | 1 | Clients / Documents |
| mallory.price@ | Member | 1 | 0 | Operations / Documents |
Built from each client's latest collection with the same report as the client's own page. Select a client's name to open its report.