Adding Clients to a project
This page explains how to add clients to an existing project within Project.co . By following these steps, you can easily invite and assign your clients to collaborate on projects, ensuring everyone involved has the necessary access and visibility.
Step-by-Step Guide to Adding Clients
Go to the relevant project: Navigate to the specific project you wish to add clients to.
Locate the Client Section: Within the project details, look for the section labeled "Client". This section displays the current clients assigned to the project.
Open the Add Clients Window: In the "Client" section, locate and click the "Edit" button. This action will open a dedicated popup that allows you to manage clients for the project.
Select Clients: Inside the "Add Clients" window, you will see a list or a dropdown menu of available clients. Select the individuals you want to add to the project. You can select multiple clients at once.
Confirm Addition: After selecting all desired clients, click the "Add" or "Save" button within the "Add Clients" window.
Confirmation Message: Once the clients are successfully added, a confirmation message will appear, stating either "Person added successfully" if you added one person, or "People added successfully" if you added multiple people. The newly added clients will now appear in the "Client" section of your project details.