How to Add Clients


ProProfs Project offers a straightforward yet robust solution for managing your clients. This feature allows you to include clients in your project management tool, providing a centralized location for all client interactions.


Benefits of inviting clients as guests to ProProfs Project:

  • Allows users to coordinate with the client for better execution of the tasks.
  • Gives the client a bird's eye view of their projects, enhancing trust between you and the client.
  • Provides a more satisfying customer experience.


Here's how you can add clients to the ProProfs Project


Step 1: Go to the Users tab and click + Add User.


Add a new user


Step 2: Enter the user details in the pop-up window. If you wish to invite a client as a Guest, choose the Guest role. Once done, click Save.


Add a new user as a Guest


You can configure the role using the Advanced options. Also, you can lock the user to specific clients/projects in your account. 


Configure the user role


And that's it! If you encounter any issues or have any questions, don't hesitate to reach out to our support team. 



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