Getting Started Guide

Client Company Users

A company or organization for whom the projects are done. Eg: Bowman Furnitures is a client company. 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.

Add Client Company

  1. In ADMIN section, click All Users.
  2. Click Client Users tab, and then click Add Client Company.
    Client Company
  3. In Client Company Name, specify the name of the client company.
  4. In Select the projects section, choose the desired project(s) in Available Projects and click the arrow key to add to Selected Project(s).
    • You can use the arrow keys to add and remove selected project(s).
  5. Click More to add more information.
  6. Specify client details such as Web Address, First Address, Second Address, City, State, Country and Zip code.
  7. Click Add Client Company to add the client company.

This creates a client company with selected projects.

All Client Company

Edit a client company

  1. In ADMIN section, click All Users.
  2. Click Client Users tab, and then hover over the client company name.
    Edit Company
  3. Click Edit Company.
  4. Modify the required client details.
  5. Click Update Client Company to update the client company.
Edit Client Company

Delete a client company

  1. In ADMIN section, click All Users.
  2. Click Client Users tab, and then hover over the client company name.
    Delete Company
  3. Click Delete Company.
  4. A warning message about deleting the client company is displayed.
  5. Click Delete Company to delete the client company.
Delete Client Company

This deletes the client company permanently from the project workspace.

Add a client user

  1. In ADMIN section, click All Users.
  2. Click Client Users tab, and then click Add Client User.
  3. In User Email, specify the email address of the client user.
  4. In Select the projects section, choose the desired project(s) in Available Projects and click the arrow key to add to Selected Project(s).
    • You can use the arrow keys to add and remove selected project(s).
  5. Click Add Client User to add the client user .

An invite mail is sent to the client user's email id along with the login credentials.

Add Client Users

Edit / Delete client users

  1. In ADMIN section, click All Users.
  2. Click Client Users tab, and then hover over the client user.
  3. Click Edit Client User Profile.
    Edit Client User
  4. Modify the user role or update projects for the user.
  5. Click Update Client User to update the user role.

This saves the latest changes made to the client user profile.

Edit Client Users

To delete a client user :

  1. In ADMIN section, click All Users.
  2. Click Client Users tab, and then hover over the client user.
    Delete Client User
  3. Click Delete Client User.
  4. A warning message about deleting the client user is displayed.
  5. Click Delete User to delete the client user.

This deletes the client user from the company permanently.

Client Company / Users for a selected project

You can also add client company/users specific to a project instead of selecting users from All Users and assigning them to selected projects. However, you cannot edit a client company or client user within the selected project.

Add client company

  1. In HOME section, click Projects.
  2. In Projects list view, select a project.
  3. Click Users and then click Client Users tab.
  4. To add a new client company click ADD NEW CLIENT COMPANY.
    add-projectcompany
  5. Specify the required client details.
  6. Click Add Client Company to add the new client company to the selected project.

Note:

  • You can also add other existing client companies available in that portal.

Delete client company

  1. In HOME section, click Projects.
  2. In Projects list view, select a project.
  3. Click Users and then click Client Users tab.
    delete-projectcompany
  4. Hover over the client company and then click Delete Company.
  5. A warning message about deleting the client company is displayed.
  6. Click Delete Company to delete the client company.

Add client user

  1. In HOME section, click Projects.
  2. In Projects list view, select a project.
  3. Click Users and then click Client Users tab.
  4. Click Add Client User.
    add-projectclient
  5. In User Email, specify the email address of the client user.
  6. Click Add Client User to add the client user.

Delete client user

  1. In HOME section, click Projects.
  2. In Projects list view, select a project.
  3. Click Users and then click Client Users tab.
  4. Hover over the client user and then click Delete Client User.
    delete-projectclient
  5. A warning message about deleting the client user is displayed.
  6. Click Delete User to delete the client user.

Related Topics

Company Users

 

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