Customers

Add customer to invite them to the account and project

Customer Contact Details

Please add the contact details of the customer personnel responsible for this account/project. You can add only one contact for each account. Add details like the customer's name and email address. The role is selected as a customer by default. Once you save this, the contact is added as a customer who can access selected project information like tasks, milestones, dashboards, and reports.

You can add users from the customer's side and assign tasks to them during the project. To do so, navigate to the 'user' module from the menu.

The next step is to add a project.