> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Role

> How to set up the Client role to give your clients limited, account-specific access to goods in, sales orders, reports, and stock.

## Overview

The Client role provides limited access tailored for external clients. Clients can view and manage **Goods In**, **Sales Orders**, **Reports**, **Stock**, and their own **Transactions** -- but only within their assigned warehouse and account.

## Setting up a client user

<Steps>
  <Step title="Limit warehouse access">
    When setting up a client, untick **View all warehouses**. This prevents the client from seeing every warehouse in the system.
  </Step>

  <Step title="Assign the correct warehouse">
    After unticking the option, a selection screen appears. Choose the warehouse that is appropriate for this client.
  </Step>
</Steps>

<Warning>Clients can only access the warehouses you assign to them during setup. They cannot browse other warehouses.</Warning>

## Client permissions summary

| Area         | Access                            |
| ------------ | --------------------------------- |
| Goods In     | View and manage                   |
| Sales Orders | View and manage                   |
| Reports      | View and manage                   |
| Stock        | View, hold, and release from hold |
| Transactions | View only                         |

<AccordionGroup>
  <Accordion title="Can a client run and manage reports?">
    Yes, clients can view and manage reports within the permissions granted to them.
  </Accordion>

  <Accordion title="Can a client look at stock in more than one warehouse?">
    Only if you assign multiple warehouses to them during setup.
  </Accordion>
</AccordionGroup>