How Do I Add Project Users, Clients, Viewers, and Followers?

When a project is created and the tasks are determined, you definitely need to assign roles to your team members for effectively hitting the headway. Thus, the importance of stakeholders comes into play for expanding and elevating the project stand to the next level of excellence. The four different types of project stakeholders are:

Users
Clients
Followers
Viewers

Have you ever thought about the significance of adding viewers, followers, users or clients to your projects?

Here we go!

Convert viewers and followers to project users
Fetch real-time project updates across projects in the portal
Inform your project activities to the clients
Manage client users to effectively participate in your projects

I have listed down the following pointers that can guide you in generating users, clients, viewers, and followers in your portal.

How do I add portal users?

In Home, click All Users, click Portal Users tab, and then click Add User at the top right corner and specify the portal user details. You can also assign projects for the new portal user. Portal users can view or follow all the public projects in that portal. Learn More about private and public projects.

How do I add client users?

Navigate to the Client Users tab, hover the mouse over the required client company to enable the Add Client User option, and then click to add the client user. An invitation mail is sent to the client user's email ID along with the login credentials.

How do I add project users?

In Projects, select a project and then select Users. You can view the existing project users, if any. In the Users tab, click Add User at the top right corner, and specify the user details. Based on your project need, you can modify or delete your project users.

You can add users in any project as a Manager or Employee or Contractor.

Can I add viewers to my project?

Unlike adding a user to your project, you cannot add a viewer to your project. Instead, users can view a public project even if they are not part of that particular project.

In Projects, select the Public tab to view the list of public projects in the portal.
Click any one of the projects that you want to view.
In the Users tab, the user will now be considered as one of the viewer in that project.

Can I add followers to my project?

Unlike adding a user to your project, you cannot add a follower to your project. Instead, users can follow a public project and receive real-time project updates.

In Projects, select the Public tab to view the list of public projects in the portal
Click Follow to follow the particular project (You can follow 'n' number of projects in the portal).
In the Users tab, the user will now be considered as one of the follower in that project.

Here is an example:

If you click on the project 'ERP Phase III' in the public projects, you are added as a viewer of the project. And, when you click Follow on the project that you prefer, you are added to the followers list of that particular project.

Note:

To view or follow, the user should belong to the PORTAL
Users can view or follow only public projects even though they are NOT THE USERS of that particular project
Portal admin and portal owner cannot view or follow the projects in the portal
When you start following a project, you will be removed from the viewers list of that particular project and added to the followers list
Viewers can only view the project details, whereas the followers will be notified about the project updates in Feeds.

Regards,

Monica. R

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