Client Portal is for users for whom you work.  

Max and her team have been assigned to work on an exclusive mobile app for their product. Since this is a big project, they will be outsourcing some of the work. Her client is particular about certain features and would like to see the progress of the work. Max adds her clients to the team and enables the client portal. She then enables the vendor portal to monitor the work outsourced to external vendors. 

Enabling Client Portal

1. Go to Setup and click All Users.
   
2. Navigate to Client Users.
   
3. Click Add Client Company on top, select +Client Company and fill in the details.
   
4. Click Add User and fill in the details.
   
5. Enable the portal for the users.  
   

1. Navigate to the project to which the user needs to be added.
   
2. Go to the User module of that project.
   
3. Switch the view to Client Users. The client company will be listed.
4. Click on +Client User button.
   
5. Select and associate the user to the Project.

Enabling Vendor Portal  

Vendor Portal is for users who have been outsourced to complete a particular job.

You need to purchase a license for vendor profiles. To add a vendor company/user,

1. Go to Setup and click All Users.
   
2. Navigate to Vendor Users.
   
3. Click Add Vendor Company y on top, select +Vendor Company and fill in the details      
   
4. Click Add User and fill in the details.
   
5. Enable the portal for the users.
   

The 'Click to create User Group' option on the Client/Vendor company creation page will automatically create a user group for the company and add users to the respective company's group. You need not create separate groups for them in the future.

Set Roles

1. Go to Roles under Manage Users and click +Role.
   
2. Provide a name and a description for your role.
   
3. Choose a role type (Client User / Vendor User).
   
4. Assign users to that role and click Create.
   

Set Profile Preferences

1. Go to Profiles under Manage Users and click +Profile.
   
2. Choose the profile you would like to clone from.
   
3. Provide a name and description for your profile.
   
4. Choose a profile type (Client User / Vendor User) and click Create and Set Permissions.
   
5. Set your profile permissions. If you would like your client/vendor user to view the other user's comments, enable View Comment  preferences under Work Item.
   
6. Click Save.  
   

These customized Roles and Profiles can be edited/deleted in the future.

Purchase a user license

This user license can be purchased only by the  Team Owner. To do so,

1. Click your profile picture on the top right corner and click Subscription.
   
2. Click Upgrade Add-Ons.
   
3. Enter the required number of add-ons in the respective fields and click Proceed to pay.
   

Client/Vendor Login Page

Resetting Portal Passwords  

1. Click the hyperlink below Forgot Password.
   
2. Enter your email address.
   
3. Enter the Captcha code and hit Next.
   
4. Click Don't Remember?  
   
5. You will receive an OTP in your registered email address. Enter that OTP and reset your password.
   

To log out of your portal,      

1. Click your profile icon on the top right corner.
   
2. Click Sign Out.