Add a second client to a project

A project has one primary client and can have secondary clients, such as a partner or family member. Each has their own portal sign-in.

Before you start

• The person is a client in your CRM. See Add a client, supplier or contractor.

Steps

1. Open the project and go to Settings, then People, then Clients.
2. Under Secondary clients, type in Search to add a secondary client… and choose the person.
3. Click Save changes. Until you do, their card reads "Save changes to enable portal actions".
4. Click Invite on their card and send the invitation. See Invite a client to their portal.

What happens next

• Once they sign in, they see the same project as your primary client.
• Drawing packages you send to the client go to every client on the project.

To remove someone, click the bin on their card, confirm Remove, then click Save changes.