Sharing with clients

Connect is the GIMLabs client portal - a read-only view of a project for external contacts. You set up and control that access here in Manage, from a project's Connect area, which appears when your company uses Connect.

Invite a contact#

Choose Invite contact, enter their name and email, and set what they can see and do. They receive an email to set up a Connect account, then sign in and view the project. See the Connect platform page for the contact's side.

What you can grant#

Each contact's access is controlled by a set of per-contact permissions:

Permission	What it allows
Export data	Download project data in the available formats.
Geology overlay	Show geological descriptions alongside the data.
Hole status	Show each location's status.
Empty tables	Show tables that contain no data.
Complete locations only	Hide locations still in progress.
Locations only	Restrict the view to location data.
View media	Show project photos and documents.
Create chain of custody	Let the contact raise chain of custody records.
Create testing schedules	Let the contact create testing schedules.

Which labs a contact can see#

When you grant Create testing schedules or Create chain of custody, you also choose which laboratories that contact can schedule against, from a checklist in the invite (and edit-permissions) dialog. This is an allow-list: the contact only sees the labs you tick, and every test under the labs you leave unticked stays hidden. Tick nothing and they see no labs or tests at all - so they can view existing testing but can't build a new schedule. Your lab list and test catalogue are your service offering, so nothing reaches a client you didn't deliberately share.

Manage access over time#

• Access expiry - every contact's access has an expiry date; extend it with the +30d / +90d buttons or pick a date.
• Permissions - edit a contact's permissions at any time.
• Revoke / Restore - revoke access to remove it, and restore it later if needed.
• Activity - see each contact's activity: when they logged in, viewed a table, and exported data.