Clients

Create a new Client Click Projects  Click the Clients  tab  Click the Create Client  button Fill out the fields as completely as possible Allow online users to submit new projects (optional) ...

If your jurisdiction(s) creates Clients, you can now search for them within the Client tab. Click Projects in the left navigation Click Clients Use the search box to search by client name

Open the client Add new user Select the Online Users tab and click Add New User Enter user's email address What's next? The user will receive an email that will guide them to finish setting up their account....

From the Project, click Contacts Then from the Add Contact dropdown, select Client . Start typing three characters in the client's company name: