Question
Am I able to share site reports with clients directly?
Answer: Yes, you can share site reports with clients directly in SiteMax. There are several ways to facilitate this process and ensure that your clients have access to the necessary reports.
Distribution List and Manual Email Entry: SiteMax allows you to set up a distribution list for the specific form or report. By configuring a distribution list, you can specify the email addresses of your clients who should receive the report. Additionally, you have the option to manually enter email addresses to share reports with specific individuals.
Automatic Daily Reports: SiteMax provides the functionality to generate automatic daily reports for a specific project. Under the Project Settings, you can navigate to the Day View section and configure the settings to generate daily reports.
Free User Access: In order to grant clients access to specific projects and forms, you can create free user accounts for them. By assigning view permissions to these free user accounts, your clients will be able to log in to SiteMax and access the reports and forms related to their project.
If you require further help or have any additional questions about sharing reports with clients in SiteMax, our support team is ready to assist you promptly.