Add a Client Company to a Portal (across projects)

1. Click in the top navigation panel.
   
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 the Portal (across projects)

1. Click in the top navigation panel.
   
2. Navigate to the Manage Users section and click Client Users.
   
3. Navigate to your client company and then click.
   
4. Click Edit to make changes or Delete to remove the client company.
   

Add Client User to the Portal

Add Client User to a Client Company (across projects)

1. Click in the top navigation panel.
   
2. Navigate to the Manage Users section and click Client Users.
   
3. Navigate to a client company to view available actions.
   
4. Click .
   
5. 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.
     
6. Select the projects you want to add this client to.
   
7. 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 clicking on icon in their profile card after 24 hours if they have not accessed the link in the invitation email. 

Edit a Client User in the Portal

1. Click in the top navigation panel.
   
2. Navigate to the Manage Users section and click Client Users.
   
3. Hover over a user profile to display available actions.
   
4. Click .​
   
5. Modify the Portal Rate of the user and the Rate Per Hour for their associated projects, if necessary.
   
6. Assign the client user to more projects if you wish.
   
7. Click Update. 

Delete a Client User in the Portal

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

Delete Client Company in a project

1. Click in the top navigation panel.
   
2. Navigate to a project and click Users.
   
3. Click Client Users tab.
   
4. Navigate to your client company display available actions.
5. Click Delete to remove the client company.
   

Add Client User 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. Navigate to a client company to display available actions.
   
6. Click .
   
   • You can Search Existing Users and add them to the project or you can Add New User.
     
7. Enter an Email Address and Rate Per Hour for the new user (you'll only see the Rate Per Hour field if you've selected staff-based billing for this project) and then click Add to List.
   
8. Select users from the list and then click Add.
   

Edit a Client User in a Project

1. Navigate to Projects.
   
2. Select a project from the list.
   
3. Click Users in the top navigation 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.
     

Customize Client Permissions in a Project

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. Click Client Users.
   
5. Hover over a client user and then click .
   
6. Click Customize permissions for this user.
   
   
7. 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 .
   
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. 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 user and then click .
   
5. Click and then click Remove Customization.
   
6. Permissions will reset to portal level client user permissions.