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

In Company Clients tab, Click Add Client Company icon from the right panel

1. This opens a user information dialog box
2. Type the client company name
3. Select the projects you wish to add for this client
4. If you wish you can add more information click on More link
5. Specify client details like web address, street, city, state, country and zip code
6. Click Add Client Company icon

This creates a client company with selected projects.

 

To edit a client company :

1. Click edit icon
2. Update the project details for this client company
3. If you wish you can edit more information, Click on More link
4. Change client details like web address, street, city, state, country and zip code
5. Click Update Profile icon

To delete a client company :

1. Click trash can icon
2. An alert message Do you want to remove this client & client users from this company? gets displayed
3. Click Delete Company icon

This deletes the client company forever from the project workspace.

 

To add a client user :

1. Click Add Client User link
2. This opens a Add Client User form
3. Type the email address of the client user
4. Select the project from available list of projects
5. Click Add Client User icon

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

 

To edit a client user :

1. Click edit icon
2. This opens a Edit User form
3. Change the user role or update projects for the user
4. Click Update User Profile icon

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

To delete a client user :

1. Click trash can icon
2. An alert message Do you want to remove this client user from this company? gets displayed
3. Click Delete User icon

This deletes the client user from the company forever.