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 can view the progress of the client company project, Eg: paul@bowman.com is the client user of that project.

Add a client company

In the ADMIN section, click All Users. Click Client Users tab, and then click the Plus icon at the top right corner and specify the client company details. This creates a client company with selected projects.

All Client Company

Edit / Delete a client company

In Client Users, hover the mouse over the required client company to enable the Edit and Delete option. You can edit and update the client company or delete.

Edit Company

Add a client user

In Client Users, hover the mouse over the required client company to enable the Add client user option. An invite mail is sent to the client user's email id along with the login credentials.

Add Client Users

Edit / Delete client users

In Client Users, hover the mouse over the required client user to enable the Edit and Delete option. You can edit or delete the client user for the selected client company, if required.

Edit Client User

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 the selected projects. However, you cannot edit a client company or client user within the selected project.

Add client company

In Projects, select a project and then click Users. Click the Client Users tab, and then click the Plus icon to add a client company for the selected project. You can add a new client company or choose an existing client company.

add-projectcompany

Note:

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

Delete client company

In the selected project, click Users > Client Users. Hover the mouse over the required client company to enable the Delete option.

delete-projectcompany

Add client user

In the selected project, click Users > Client Users. Hover the mouse over the required client company to enable the Add client user option. You can add a new user or an existing client user.

add-projectclient

Delete client user

In the selected project, click Users > Client Users. Hover the mouse over the required client user to enable the Delete option.

delete-projectclient

Related Topics

Add Project Users

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