Client¶
Who this is for¶
Client is the role for day-to-day project users within a single organisation: contract administrators, quantity surveyors, project managers, and commercial team members. Despite the name, "Client" in SureSign means "a user scoped to one organisation" — it is the standard role for most people using SureSign inside a construction company, not only for an external client party.
What Client accounts can see¶
Only projects and records belonging to their own organisation. Opening a project or record that belongs to a different organisation always fails, with the same "not found" style page whether or not the record actually exists elsewhere.
What Client accounts can do¶
Client accounts are full day-to-day operational users, not read-only observers. A Client can create, edit, and progress records across essentially every project module for their own organisation: projects, contracts, trade packages, commercial records (payment applications, payment notices, pay less notices, retention, final accounts), variations, RFIs, meetings, QA reports, snagging, site reports, delivery documents, closeout, notices, delay events, EOT requests, the risk register, adjudication cases, and documents (upload, edit, and delete). AI contract and subcontract analysis are also available to Client accounts, not just Admin/Super Admin.
The notification bell is also shown to Client accounts, the same as any other role — see Notification Bell.
What Client accounts cannot see or do¶
- Cannot access platform administration screens.
- Cannot invite or manage other users.
What happens if a Client tries to open something they cannot access¶
SureSign shows a generic "not found" page. It does not reveal whether the project or record exists elsewhere. If you believe you should have access to something, contact your organisation's administrator.