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How-to · Charlo CPS

How to send a client a report link

Add your client once and Charlo issues their personal portal link and PIN on the spot. Published reports appear in their portal, and you stay in charge of who has access.

PIN protected You choose who Published reports only
ProjectCharlo CPS
TitleSend a report link to a client
Contactai@charlo.com.au
RevC
StatusIssued for use
Sheet1 of 1
Section 01 · Walkthrough

Six steps to a report in your client's hands.

Charlo builds the link and the PIN the moment you add someone. You copy both into an email, and your client opens a live portal showing every published report. Draft reports are never shared.

01Open Recipients on the project

Start on the project whose reports you want to share.

  • Go to the Project Reporting dashboard and pick the project in the Projects panel.
  • In the project header, click Recipients.
WhereRecipients sits in the project header, next to Project settings.
FIG 01The Project Reporting dashboard with the Recipients button highlighted in the project header
Recipients sits in the project header.

02Add your client

One form adds the person and grants them access in the same move.

  • Under Add recipient, type their Name, Email and Role.
  • Leave Grant project access now ticked.
  • Click Add and grant access.
WhyThe person is saved to the client's directory and given access to this project in one step. Add each person once, then manage them from the same dialog.
FIG 02The recipients dialog with the Add recipient form filled in and the Add and grant access button highlighted
Name, email and role, then one click.

03Copy the send pack

Charlo hands you everything the client needs, straight away.

  • A Send pack card appears with the recipient's email, their personal Portal link and their 6-digit PIN.
  • Copy the link and PIN into an email to your client.
Copy it nowThe PIN is shown only on this card, right after you add the person. If it slips away, flick their Access on switch off and on again and Charlo issues a fresh link and PIN.
FIG 03The Send pack card showing the recipient's portal link and PIN
Link and PIN, ready to paste into your email.

04Your client signs in

The link opens a branded portal door, not a raw file.

  • Your client opens their link and sees the Client report access screen.
  • They enter their email address and the 6-digit PIN from your email, then click Open reports.
SafeThe link and PIN are tied to that person's email, so a forwarded link on its own opens nothing.
FIG 04The client portal sign-in screen asking for an email address and 6-digit PIN
Email plus PIN opens the portal.

05They see every published report

One link keeps working month after month.

  • The portal lists every published report for the project, newest first.
  • Your client reads the report in the browser or clicks Export PDF for a copy.
No resendingWhen you publish next month's report it appears in the same portal automatically. You only send the link once.
FIG 05The client portal showing the list of published reports and the report preview with Export PDF
Published reports only, with a PDF export.

06Manage access any time

The same dialog is the single source of truth for who can see what.

  • Under Personal PIN access, flick Access on off to pause someone instantly.
  • Link history lists every link ever issued. Click Expire to kill one early.
SafeAccess changes take effect immediately, links expire on their own after 12 months, and draft reports are never exposed.
FIG 06The recipients dialog showing the access toggle for a recipient and the link history with an Expire button
Pause access or expire a link in one click.
Section 02 · Access modes

Three ways to let clients in.

The buttons across the top of the recipients dialog set how this project's portal works. Personal PIN is the standard.

Personal PINEach person gets their own link and PIN. You can pause or expire one person without touching the others. Use this unless you have a reason not to.
Shared PINOne link and one PIN for the whole project. Simple for a big distribution list, but everyone shares the same key.
Sign-inNamed recipients sign in with their own Charlo account instead of a PIN. Suits clients who are already set up as users.
Section 03 · More help

Ask Dylan any time.

WhereThe Help button sits in the bottom-left corner of Charlo CPS.
WhatIt opens Dylan, Charlo's help assistant. Ask a question in plain words and Dylan answers from the how-to guides, with a link to the full article. The Library button in the panel opens the whole How-To Library.
AskStuck on your own work? Send a real example to ai@charlo.com.au.