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.
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.