Clear responsibility
Different user types see an interface and scope aligned to their role.
Profiles & client access
Give everyone what they need — and nothing they don't.
Taskeeper supports distinct user profiles for company administration, project delivery, operational team members, clients and suppliers. Client access can be configured so customers follow approved project progress without exposing the internal operating picture.
Why it matters
Construction projects involve many stakeholders, but they should not all see the same system.
Role-based access reduces information overload and helps keep sensitive operational or financial information scoped to the people authorised to use it.
Controlled client transparency
Give customers useful visibility without exposing internal project information by default.
Less manual status reporting
Clients can follow approved progress directly instead of requesting repeated updates.
Stronger collaboration boundaries
Keep internal, client and supplier activity within explicit access rules.
How the workflow connects
Give everyone what they need — and nothing they don't.
1
Create the user with the appropriate Taskeeper profile.
2
Scope internal users to the projects, tasks or company responsibilities they manage.
3
For client users, choose the project information the company wants to expose.
4
Share approved tasks, photos, documents, invoices/payment status or comments according to permissions.
5
Let the client follow progress and communicate without entering the company’s internal workspace.
See it in the product
One platform, different views of the same operation.
Role profiles can separate company governance, assigned project delivery, task execution and client-facing visibility while still working from connected Taskeeper data.
Representative scenario
A project manager gives a homeowner access to selected tasks, approved progress photos and payment milestones. The client can follow progress and comment on authorised items, while internal cost details, unrelated documents and company-wide data remain outside that client view.
✓ Admin: company-wide governance
✓ Project Manager: assigned project delivery
✓ Team Member: assigned tasks and personal time
✓ Client: approved project views
✓ Supplier: assigned procurement/delivery scope
Taskeeper
Connect more of the project lifecycle.
Bring commercial, project, people, field, governance and financial context into one operational workspace.