To give your clients access to reports, follow these steps:

1.  If you have multiple companies, use the company/survey selector on the nav bar to select the company that you will be giving clients access to.  Then click Setup -> Sharing.

2. Enter the client's email address in the Email box and select the access type, then click Grant Access.  In most cases you should use Read-Only access.  This allows your client to view reports, view targets, get survey links and QR codes, and see a mobile preview of the company's surveys.  A user with Full access can perform all functions, including creating surveys.  



3.  An email is sent to the client with a link that allows them to log into Presto (and set a password so they can log in again in the future).