How to Add Your Client to Their Project

 

Ever feel like you're playing email tag while managing projects? It gets messy trying to keep everyone updated and on the same page. ProProfs Project makes it super easy to have your clients and team in one spot, waving goodbye to the chaos.
 

Enable your clients to:

  • Catch every update: No more digging through emails. They see what's happening as it happens.
  • Chime in: Got a question or idea? They can just leave a comment about where the action is.
  • See the bigger picture: Time tracking for their project and estimated costs? You can give them all this access, keeping surprises to a minimum. (what your client can view is, of course, decided by you)

 

How to Add Your Client as a Guest User

 

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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