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, click Client Users and open List view.
   
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, click   > Edit to make changes or click Delete to remove the client company.
   
4. Alternatively, right click on the client company for the options.
   
   

Add a Client User to the Portal

1. Click   in the upper-right corner of the top navigation band.
   
2. Navigate to the Manage Users section, click Client Users and open List view.
   
3. Click Add Client User in the top-right corner.
   
4. Enter User Email.
   
5. Select a Client Company. You can also add a new company by click the Add Client Company link.
   
6. Select a Client Profile. Enter Rate Per Hour, and Cost Per Hour if applicable.
   
7. Select a project from the drop-down to add the client user to.
   
8. Click Add.

The Rate and Cost field shows up only if the project's billing is based on the staff hours.

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   > Add Client User. Alternatively, right click on the client company and click Add Client User.
   
4. Enter the necessary information. Client Profile is selected by default.
   
5. Select the projects you want to add this client to.
   
6. Click Add.
   
   

The Rate and Cost field shows up only if the project's billing is based on the staff hours.

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 user 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 select Re-invite.

Edit Client Users Inline

Edit a Client Portal User

1. Click > beside client company to expand the client user.
   
2. Hover over a user and click   > Edit.
   
3. Alternatively, right click on the user profile and select Edit.
   
4. Modify the necessary information.
   
5. Assign the client user to more projects if you wish.
   
6. Check the Notify edited User box to send a notification to the user about the changes made.
   
7. Click Update.

Delete a Client Portal User

1. Click > beside client company to expand the client user.
   
2. Hover over a user, click    > Delete.
   
3. Alternatively, right click on the user 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

1. Hover over a user, click   > Deactivate.
   
2. Alternatively, right click on the user profile and select Deactivate.
   
3. Confirm the action to deactivate the client user.
   
   

Activate a Client User

1. Click on Deactivated Users option from the view drop-down.
   
2. Hover over a user, click   > Activate.
   
3. Alternatively, right click on the user profile and select Activate.

Manage Client Users

1. Use predefined views to find specific users by categories such as All Active Users and Deactivated Users.
   
2. Click > to expand client users for all client companies and click to collapse.
   
3. Click on a client company to open the details page.
   
4. Hover over a client company, then click   to Open Details, Open Details in New Tab, Copy Link, Edit, Add Client User or Delete. Alternatively, right click on the client company for these options.
   
5. Hover over the client user, then click   to Re-invite, Edit, Deactivate, Delete or Copy Email. Alternatively, right click on the client user for these options.
   
6. Alternatively, right click on the client company for these options.
7. Click to add new columns.
   
8. Reorder the column by hovering over the column header and dragging it to the left or right.
   
9. Right click on the column header to Apply Filter, Insert Column Before, Insert Column After or to Hide Column.
   
10. Use  to search for and view users filtered by specific details.
    

Manage Client User in a Project

Export Client Users

1. Navigate to the left navigation panel and click Projects.
   
2. Hover over the project and click Access Project.
   
3. Click the Users tab in the top navigation band.
   
4. Select Client Users from the drop-down.
5. Click   in the upper right corner of the Client Users page.
   
6. Hover over Export Client Users and select an option:
   
7. By Portal: A csv file containing all the client users in the portal will be available for download.
   
8. By Project: A zip folder containing multiple csv files named by project will be available for download.
   
9. Download link will be available once the files are ready.