Client Company Users

A company or organization for whom the projects are done, is called a client company Eg: Bowman Furniture's 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 your portal (across projects)

  1. Click in the top band.
  2. Navigate to the Users section and click Portal Users.
  3. Click Client Users from the left panel.
  4. Click Add Client Company in the upper right.
  5. Enter a Client Company Name, select the projects from the Available Projects list and move them to the Selected Projects list.
  6. Enter the Contact Email address, the Web Address, and the other postal address details respectively.
  7. Click Add.
All Client Company

 Edit / Delete a client company in your portal (across projects)

  1. Hover over a client company to edit or delete.
  2. ​Click to edit it.
  3. ​Click to delete it.

 Add a client user in your portal (across projects)

  1. Click  in the top band.
  2. Navigate to the Users section and click Portal Users.
  3. Click Client Users from the left panel.
  4. Hover over a client company to view available actions.
  5. Click .
  6. Enter an Email address and a Rate Per Hour for the user (you'll only see the Rate Per Hour field if your portal is integrated with Zoho Invoice).
  7. Select the projects you want to add this client to. Hold the Ctrl key to select multiple projects.
  8. Click the right arrow to add the selected projects to the user's project list.
  9. Click Add.

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

Edit a client portal user

  1. Click  in the top band.
  2. Navigate to the Users section and click Portal Users.
  3. Click Client Users from the left panel.
  4. Hover over a user profile to display available actions.
  5. Click .

  6. Modify the Portal Rate of the user and the Rate Per Hour for their associated projects, if necessary.
  7. Assign the client user to more projects if you wish.
  8. Click the to delete a project from this user's profile.
  9. ​Click Update.

Delete a client portal user

  1. Click  in the top band.
  2. Navigate to the Users section and click Portal Users.
  3. Click Client Users from the left panel.
  4. Hover over a user profile to display available actions.
  5. Click .
  6. Check the box if you want to let the user know they've been removed
  7. Click Delete User.

Add Client Company in your project

  1. Navigate to Projects.
  2. Select a project from the list.
  3. Click Users in the left-hand panel.
  4. Click the Client Users tab.
  5. Click Add Client Company in the upper right..
  6. Enter a Client Company Name.
  7. Enter the Contact Email address, the Web Address, and the other postal address details respectively.
  8. Click Add.
  • You can also add other existing client companies available in that portal.

Delete Client Company in your project

  1. Hover over a client company to edit or delete.
  2. ​Click  to edit it.
  3. ​Click  to delete it.

Add client user in your project

  1. Navigate to Projects.
  2. Select a project from the list.
  3. Click Users in the left-hand panel.
  4. Click the Client Users tab.
  5. Hover over a client company to display available actions.
  6. Click .
    • If you have client users in your system who aren't assigned to a project yet, you can select them from the drop-down menu. To create a new user instead, click Add Client User.
  7. Enter an Email Address and Rate Per Hour for the user (you'll only see the Rate Per Hour field if you've selected staff-based billing for this project)
  8. Click Add.

Edit a client project user

  1. Navigate to Projects.
  2. Select a project from the list.
  3. Click Users in the left-hand panel.
  4. Click the Client Users tab.
  5. Hover over a client company to display available actions.
  6. Click ​ to edit.
    • When you edit, modify the user's Rate if needed and click Update

Delete a client project user

  1. Navigate to Projects.
  2. Select a project from the list.
  3. Click Users in the left-hand panel.
  4. Click the Client Users tab.
  5. Hover over a client company to display available actions.
  6. Click .
  7. Check the box if you want to let the user know they've been removed
  8. Click Delete User.
  • If you have integrated Zoho Projects and Zoho CRM, you can view the CRM details such as CRM Account Information and CRM Potential Informationalong with the Client Information in Zoho Projects itself. However, the CRM information can be viewed only by the portal Admin.
  • The Rate field shows up only if the project's billing is based on the staff hours
crm-integrationdetails

Learn More about importing Zoho CRM users. 

 Related Topics

Add Project Users