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.

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.

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

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