> For the complete documentation index, see [llms.txt](https://help.metaforms.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.metaforms.ai/project-manager-collaboration/setting-up-client-access-pm.md).

# Setting up client access (PM)

Found on the project dashboard's **Client Access** tab — where you generate and configure the link you'll send to the client.

![The Client Access tab — review link with Copy and Regenerate, access mode, access level, visibility toggles, and inviting a client](https://1402057010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgtHd8o9ldznZ1hKHiZvc%2Fuploads%2FfEGUHU9ET28mScCRS0gx%2Fclient-access-demo.gif?alt=media)

**Client review link.** A unique URL is generated per project, with **Copy** and **Regenerate** controls.

**Access mode — who can use the link.** *Anyone with this link can access* needs no invitation. *Only invited clients can access* requires an explicit invitation.

**Access level — what they can do.**

| Access level | Client can…                                                                                                                                                                         | The live survey                                                                                |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| View         | Read the questionnaire and the live survey preview. Comment on anything — new comments and replies — and browse existing comments, open and resolved.                               | Read-only.                                                                                     |
| Edit         | Everything View offers, plus type directly into the questionnaire (captured automatically as a tracked, attributed edit), post new comments, and reply within threads they started. | Read-only — their edits apply to the questionnaire document, not the final version of the QRE. |

**Visible to clients.**

| Setting                   | What it controls                                                                                        |
| ------------------------- | ------------------------------------------------------------------------------------------------------- |
| Internal comment / change | Visible to your team only. Notes-to-self, internal QA flags, anything not ready to route to the client. |
| Client comment / change   | Visible to both you and the client. Use for anything you want their input on.                           |
| Questionnaire toggle      | Whether the questionnaire document is visible through the client's link.                                |
| Survey link toggle        | Whether the live survey preview is visible through the client's link.                                   |


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