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)
- Click
in the top navigation panel.
- Navigate to the Manage Users section and click Client Users.
- Hover over the drop-down (
) on the Add Client User button.
- Click Add Client Company.
- Enter a Client Company Name and select the projects you want to associate with this company.
- Enter the Contact Email address, the Web Address, and the other postal address details respectively.
- Click Add.
Edit / Delete a Client Company in a Portal (across projects)
- Click
in the top navigation panel.
- Navigate to the Manage Users section and click Client Users.
- Navigate to your client company and then click
.
- Click Edit to make changes or Delete to remove the client company.
Add a Client User to the Portal
- Click
in the top navigation panel.
- Navigate to the Manage Users section and click Client Users.
- Click Add Client User in the top right corner.
- Enter User Email.
- Select a Client Company. You can also add a new company by click the Add Client Company link.
- Select a Client Profile. Enter Rate Per Hour if applicable.
- Select a project from the drop down to add the client user to.
- Click Add.
Add a Client User to a Client Company (across projects)
- Click
in the top navigation panel.
- Navigate to the Manage Users section and click Client Users.
- Navigate to a client company to view available actions.
- Click
.
- 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. - Select the projects you want to add this client to.
- 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 Portal User
- Click
in the top navigation panel.
- Navigate to the Manage Users section and click Client Users.
- Hover over a user profile to display available actions.
- Click
.
- Modify the Portal Rate of the user and the Rate Per Hour for their associated projects, if necessary.
- Assign the client user to more projects if you wish.
- Click Update.
Delete a Client Portal User
- Click
in the top navigation panel.
- Navigate to the Manage Users section and click Client Users.
- Hover over a user profile to display available actions.
- Click
.
- Check the box if you want to let the user know they've been removed.
- Click Delete User.
Add Client Company to a Project
- Navigate to Projects.
- Select a project from the list.
- Click Users in the top band.
- Click the Client Users tab.
- Hover over the drop-down (
) on the Add Client User button.
- You can select an Existing Company from the drop down and click Add.
- You can select an Existing Company from the drop down and click Add.
- Select New Company tab if you want to add a new company.
- Enter a Client Company Name.
- 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.
- Enter the Client User Information like Email, Client Profile, the Web Address, and the other postal address details.
- Click Add.
Delete Client Company in a Project
- Click
in the top navigation panel.
- Navigate to a project and click Users.
- Click Client Users tab.
- Navigate to your client company display available actions.
- Click Delete to remove the client company.
Add Client User to a Project
- Navigate to Projects.
- Select a project from the list.
- Click Users in the top band.
- Click the Client Users tab.
- Navigate to a client company to display available actions.
- Click
. You can Search Existing Users and add them to the project or you can Add New User.
- 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.
- Select users from the list and then click Add.
Edit a Client Project User
- Navigate to Projects.
- Select a project from the list.
- Click Users in the top navigation panel.
- Click the Client Users tab.
- Hover over a client company to display available actions.
- Click
to edit.
When you edit, modify the user's Rate if needed and click Update.
Customize Client Permissions
When you edit a user within a project you can also customize their permissions.
- Click Projects in the left navigation panel.
- Select a project from the list.
- Select Users from the top navigation panel.
- Click Client Users.
- Hover over a client user and then click
.
- Click Customize permissions for this user.
- Edit permissions as needed and then click Update.
Clone Customized Permissions
Customized permissions can be cloned from one user and applied to other users.
- Click Projects in the left navigation panel.
- Select a project from the list.
- Select Users from the top band.
- Click Client Users from the top navigation panel.
- Hover over a client user and then click
.
- Click
and then click Clone Customization.
- Select client users from the dialog box and then click Copy Permissions.
- 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.
- Click Projects in the left navigation panel.
- Select a project from the list.
- Select Users from the top navigation panel.
- Hover over a user and then click
.
- Click
and then click Remove Customization.
- Permissions will reset to portal level client user permissions.
Delete a Client Project User
- Navigate to Projects in the left navigation panel..
- Select a project from the list.
- Click Users in the top navigation panel.
- Click the Client Users tab.
- Hover over a client company to display available actions.
- Click
.
- Check the box if you want to let the user know they've been removed.
- Click Delete User.