Firms can share the report with clients giving them permission to edit the document. Clients can only edit data that is connected to a hotspot. Client hotspot permissions are determined by the permissions set on the sheet or form that's connected to each hotspot.

To give clients edit permission to a hotspot:

If you enable client edit permissions on the report, but disable client permissions on your sheets and forms, the client will have view-only access to the report.

Client permissions for a hotspot can be seen by viewing the icon under that field in the hotspot menu. Click the permissions icon to open the sheet or form and update the client permissions.

If a user does not have edit permissions on a hotspot, a warning will be shown. Users who don't have edit permission to a hotspot can still add comments or tasks to the field.