Add a Customer in a Portal (across projects)

1. Navigate to the Users on the left navigation pane and click Client Users.
   
2. Hover over the drop-down ( ) on the Invite Client User button.
   
3. Click Add Customer.
4. Enter a Customer Name.
   
5. Select a customer type (Business or Individual) select the projects you want to associate with this customer. 
   
6. Enter the Contact Email address, the Web Address, and the other postal address details respectively.
   
7. Click Add.
   
   

Edit / Delete a Customer in a Portal (across projects)

1. Navigate to the Users in the left navigation pane and click Client Users.
2. Hover over your customer and click on  >  to make changes or  to remove the customer.

Add a Client User to the Portal

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

Delete a Client Portal User

1. Navigate to the Users and click Client Users.
2. Hover over a user profile and click   > Delete. Alternatively, right click on the user profile and select Delete.
3. Check the box if you want to let the user know they've been removed.
   
4. Click Delete.
   

Deactivate a Client User

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 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.