With our Client Access feature, you can grant a restricted access for your clients to view and approve jobs in the Office App.
Clients will have view only access to jobs tracked on their locations and blocks
Set up instructions
Login to Tātou Office app and visit Admin → Clients
Open the Client’s page by clicking on the Client Name OR clicking
Edit Client
Enter the Contact Person’s Details
Contact Name and Email are Required
Click on the Access Toggle to Enable Access
And Save
Once Client Access is granted this symbol
will appear next to the Client’s NameContact details and a “Send Activation Email” button will populate under the Client’s name
You can “Send Activation Email” and “Resend” if required, to help clients gain access to Tātou
If a Client has already gained access to Tātou the “Activation” email options are no longer available. To access their account, they will need to use their username and the Forgot Password option to gain access.
If they do not know their user name - you can look this up in the Edit Client pop up window.
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