What Clients Can See

Overview

Client visibility should be limited to client-safe information and should never expose internal staff-only audit data.

What this feature does

It explains how Rise Audit Pro features may appear in client-facing areas, such as project history, while keeping sensitive internal logs protected.

Why it is useful

• It protects internal audit information.
• It helps administrators configure client portal features safely.
• It supports transparent project communication without exposing security data.

Who should read this?

RISE Admin, Project Manager, Client Portal Administrator.

Where to find it

RISE CRM Client Portal and project-related client-facing pages, if the feature is enabled.

How to use it

1. Log in as a client test user.
2. Open a client-accessible project.
3. Check whether history is visible.
4. Confirm only client-safe events appear.
5. Adjust permissions or settings if the client sees too much information.

Example workflow

A client sees project progress history but does not see staff IP addresses, internal security notes, or system-wide audit records.

Screenshot

Common mistakes

• Assuming staff-side and client-side history should be identical.
• Showing internal audit details to clients.
• Skipping client-role testing before publishing.

Related articles

• Client-Side Project History
• Privacy Notes for View Tracking
• Permissions Overview