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.
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