Client Users

A user who has access to see the progress of a project from the client company, Eg: paul@bowman.com is a client user of that project.

Client users can add tasks, view milestones, upload files and actively participate in the forums of a project.

• Add Client Users
• Edit / Delete Client Users
• Associate Primary Client

In Users tab, Click Client Users link from the sub-menu

Add Client Users

1. Click Add Client Company icon
2. This opens a Add Client User form
3. Type the email address of the client user
4. If the user, is already part of your portal, then Click Add Existing Client User link
5. This displays a Add Existing Client User form.
6. Choose a user from the existing list of clients
7. Click Add Client User icon

An invite mail is sent to the client user along with the login credentials.

Edit / Delete Client Users

To edit a client user :

1. Click edit icon
2. Update the project details for this client user
3. Click Update User Profile icon. This updates the client details of a project.

To delete a client user :

Mouseover a user profile shows a trash can icon. Click the trash can icon

An alert message Do you want to remove this user from this project? is displayed.

If you wish to notify, select Do you want to notify? checkbox.

An autogenerated mail is sent to user email address about he/she being removed from the project.

Associate Primary Client

To associate primary client :

1. Go to My Home tab, Click Display Projects by Client link present on top of Active Projects table
2. This displays projects with client details
3. Mouseover the project name an action menu is displayed
4. Click Associate Primary Client link
5. This displays a pop-up with related client details. Select the client and click Update
6. This associates primary client for the project