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.