Hi all, have a problem that you good people could perhaps help me out with.

Status:

Im running a business that works really tight with the clients we have

When a client signs up, we grant them access to a lot of tools that we have

So we are (hopefully) moving over to Zoho in order to streamline things.

When I sign up a customer I would like this to happend

1, They get access to the Client Portal in Zoho sites

2, They get invited to a project in Zoho Projects

3, They can see their status in Zoho Books

4, They will get access to a Cliq channel

I have been playing around with Zoho and I can invite a client to all of the above (I dont mind doing it manually at this stage). But, the problem is it seems like even if I invite the same email, they get different identities.

Anyone have any insigths about this?