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Client User Grid View

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.

Please check our pricing comparison page for more details on client licensing in our plans.

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 Invite Client Users  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 on  >  to make changes or  to remove the client company.


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 and click Client Users.
  3. Click Invite Client Users  in the top right corner.
  4. Enter User Email.
  5. Select a Client Company. You can also add a new company by clicking the Add Client Company link.
  6. Select a Client Profile. Enter Rate Per Hour if applicable.
  7. Select a project from the drop down to add the client user to.
  8. Click Invite.
The Rate 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. Click  next to the client company name.
  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 Invite.


The Rate 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 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 Portal 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 Portal 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

  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   > Deactivate. Alternatively, right click on the user profile and selectDeactivate.
  4. Confirm the action to deactivate the client user.

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

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

Click on a client company to open the 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

  1. Navigate to a client company to display available actions.
  2. Search Existing Users and add them to the project or you can Add New User.
  3. 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.
  4. Select users from the list and then click Add.

Edit Client User in a Project

  1. Hover over a user, click  > Edit.
  2. Alternatively, right click on the user and select Edit.

Export Client Users

Client users can be exported to a csv file.
  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Users section and click Client Users.
  3. Click in the upper right corner of the Client Users page.
  4. Hover over Export Client Users and select an option:
    By Portal: A csv file containing all the client users in the portal will be available for download.
    By Project: A zip folder containing multiple csv files named by project will be available for download.
  5. Download link will be available once the files are ready.

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 Submit.
  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.
Client users can also be imported from Zoho CRM.
  1. If you have integrated Zoho Projects and Zoho CRM, you can view the CRM details such as CRM Account Information and CRM Potential Information along with the Client Information in Zoho Projects itself. However, the CRM information can be viewed only by the portal Admin . You can also import users from Zoho CRM.
  2. When you convert a deal from CRM to a project, the associated client will be added as a Primary Client. If a primary client already exists in the project, the client will be added but not marked as primary.

Helpful?1211
Updated: 7 months ago
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3 comments

Hello! Is there a way to do this with vendors? Many of my projects have external collaborators who would need access to see what is going on, similarly to the Client User Portal. Is this something in the works?

I can create a Client Company and a Client User. He receives a link and can access the project, but he cannot see the tasks in it. All empty to him.

I cannot edit the Client User profile (or delete), nor can I assign him to my project or anything. Are Admin level rights required?

  • 11 months ago

Hello,

can client users somehow be added to portal teams?