Client-Side Project History

Overview

Client-side project history allows selected project history information to appear in the client portal when enabled and permitted.

What this feature does

It can show clients a limited view of project history without exposing internal-only audit data.

Why it is useful

• It improves transparency with clients.
• It can reduce support questions about project updates.
• It keeps internal audit data separate from client-facing history.

Who should read this?

Client Portal User, Project Manager, RISE Admin.

Where to find it

RISE CRM Client Portal → Project details → History area, if enabled.

How to use it

1. Log in as a client user.
2. Open an allowed project.
3. Open the History area if available.
4. Review the client-visible events.
5. Contact the project team if more context is needed.

Example workflow

A client wants to know when a project milestone was updated. They open the project in the client portal and review the visible history entries.

Screenshot

Common mistakes

• Showing internal staff notes or sensitive audit details to clients.
• Assuming client-side history should match staff-side history exactly.
• Not testing the portal with a real client role before publishing.

Related articles

• What Clients Can See
• Project History Tab
• Privacy Notes for View Tracking