A company or organization for whom the projects are done, is called a client company  E.g., 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 a Portal (across projects)

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to the Manage Users section and click Client Users.
   
3. Hover over the drop-down ( ) on the Add Client User button.
   
4. Click Add Client Company.
   
5. Enter a Client Company Name and select the projects you want to associate with this company.
   
6. Enter the Contact Email address, the Web Address, and the other postal address details respectively.
   
7. Click Add.
   
   

Edit / Delete a Client Company in a Portal (across projects)

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to the Manage Users section and click Client Users.
   
3.  Hover over your client company and click  to make changes or click  to remove the client company.
   
   

Add a Client User to the Portal

Add a Client User to a Client Company (across projects)

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to the Manage Users section and click Client Users.
3. Hover over a client company and Click .
   
4. 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)
   Client Profile is selected by default.
   
5. Select the projects you want to add this client to.
   
6. Click Add.
   

An email invite is sent to the client user's along with a link to access the portal. You can re-invite client users by hovering over the profile card, clicking on   > Re-invite, after 24 hours if they have not accessed the link in the invitation email. Alternatively, right click on the user profile and click Re-invite.

Edit a Client User

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to the Manage Users section and click Client Users.
   
3. Hover over a user profile and click   > Edit. Alternatively, right click on the user profile and select Edit.
4. Modify the Portal Rate of the user and the Rate Per Hour for their associated projects, if necessary.
   
5. Assign the client user to more projects if you wish.
   
6. Check the Notify Edited User checkbox to send notification to the user.
7. Click Update. 
   
   

Delete a Client User

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to the Manage Users section and click Client Users.
   
3. Hover over a user profile and click   > Delete. Alternatively, right click on the user profile and select Delete.
4. Check the box if you want to let the user know they've been removed.
   
5. Click Delete.
   

Deactivate a Client User

Add Client Company to a Project

1. Navigate to Projects.
   
2. Select a project from the list.
   
3. Click Users in the top band.
   
4. Click the Client Users tab.
   
5. Hover over the drop-down ( ) on the Add Client User button.
   
   • You can select an Existing Company from the drop down and click Add.
     
6. Select New Company tab if you want to add a new company.
   
7. Enter a Client Company Name.
   
8. Select Make as Primary Client if you want to invoice your work to this customer. You will not be able to generate invoices if you don't have a primary client in your project. If you are adding a client company to the project for the first time, this option will be selected by default.
   
9. Enter the Client User Information like Email, Client Profile, the Web Address, and the other postal address details.
   
10. Click Add. 
    
    

Client Company Details Page

1. Click Add Client User in the upper-right corner to add client users to the client company.
2. Click   in the upper right corner to Edit or Delete.
3. The overview displays
1. Client Users: List of client users associated to the company.
2. Address Information: View the company's address details.
3. Contacts: Lists individual contacts associated with the client company.
   
4. Associated Projects: Displays all the projects that the client company is involved with.
   

Manage Client Company in a Project

1. Click   in the upper-right corner and select Change Primary Client to set a client company as the primary one for the project.
   
2. Navigate to your client company to display available actions.
   
3. Click Delete to remove the client company.
   

Add Client Company to a Project

Edit Client User in a Project

Export Client Users

Customize Client Permissions

When you edit a user within a project you can also customize their permissions.

1. Click Projects in the left navigation panel.
   
2. Select a project from the list.
   
3. Select Users from the top navigation panel.
4. Hover over a client user and then click  > Edit.
   
5. Click Customize permissions for this user.
   
6. Edit permissions as needed and then click Update.
   

Clone Customized Permissions

Customized permissions can be cloned from one user and applied to other users.

1. Click Projects in the left navigation panel.
   
2. Select a project from the list.
   
3. Select Users from the top band.
   
4. Click Client Users from the top navigation panel.
   
5. Hover over a client user and then click  > Edit.
6. Click  and then click Clone Customization.
   
7. Select client users from the dialog box and then click Copy Permissions.
   
8. Permission set is copied to the selected users.
   

Remove Customization

Customized permissions can be removed and the permissions will revert to portal level client permissions.

1. Hover over a client user and then click  > Edit.
2. Click  and then click Remove Customization.
   
3. Permissions will reset to portal level client user permissions.
   

Delete a Client Project User

1. Hover over a client user and then click  > Delete.
2. Check the box if you want to let the user know they've been removed.
   
3. Click Delete.