Adding Contacts to Client
To create a new Contact, go to Clients > Contacts > New
- Enter the following information:
- Name: Contact Name.
- Username: Username to access Client Dashboard.
- Password: Password.
- Re-Enter Password: Password
- Email: Email Address of Contact
- Client: Select Client to add Contact
- Avatar: Optional, this can be added anytime.
- Permissions: You can give Permissions for Contact to view Projects and/or Approvals.
- Contact Information: Optional and can be added as required.