Note: Users with Admin profile can add client company and client users.

Default client profiles

1. You can add up to 15 clients who are a part of your team, but without access to the portal.
   

1. You can customize your client profiles by granting and restricting their access within the team. You will need to purchase a user license to customize a client's profile.

Add client company

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Client users section under Manage Users.
   
3. Select Client Company. The Add Client Company window will appear.
   
4. Enter company name.
   
5. Select the projects that need to be associated with the client company.
   
6. Add contact information and mailing address.
   
7. Select the Create user group checkbox to create a user group for the company.
   
8. Click Create. The company is created and added to the listing page.

Add client user

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Client Users section under Manage Users.
   
3. Click dropdown in Client Company button.
   
4. Select Client User. The Add Client User window will appear.
   
5. Enter user email ID.
   
6. Note: You can use comma to add multiple users.
   
7. Select the required client company.
   
8. Assign user role and profile.
   Note: You can choose from the default roles and profiles or create custom roles and profiles for your client users.
9. Enable client portal access for the user, if necessary.
   
10. Click the Add User button. The user is added as a client.

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Client Users section under Manage Users.
   
3. Click the Add User icon that is inline with the required client company. 

Edit client company or user

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Client users section under Manage Users.
   
3. Hover on the client company and click the Edit link to update details.
   
4. Click the client user card in the listing page to view and update user details.

Delete client company or user

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Client users section under Manage Users.
   
3. Hover on the client company and click the Delete link to delete company.
   
4. Click delete icon on the client user card in the listing page. The user will be deleted.
   Note: Deleting a client company will delete all the client users within it as well.

List and Grid view

Advanced filter

Cliq chat

Login to client portal

Resetting Portal Passwords  

1. Click the hyperlink below Forgot Password.
   
2. Enter the email address.
   
3. Enter the Captcha code and hit Next.
   
4. Click Don't Remember?  
   
5. Enter OTP received via email to resent the password.

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