Overview

Each client is a company linked to your agency; its team members are the users of that company.

What clients are for

From the Clients list you create the company, invite people and open the adapted client interface they use in the FeatValue client portal.

• Team members of that company who sign in to the portal
• A starting point for projects, portal access and weekly summaries

Where to find it

Click Clients in the left sidebar. The plus action is Create client.

How it works

1. Open the list

   Clients lists the companies you serve. Open a row to see team members and the link to that company.

2. Create a client

   Click Create client. Enter the company name. Optionally enable Create default project and add people under Client Portal Access (name and e-mail).

3. Invite an existing person

   Open the client in the list. Next to Users, click plus when you only need to bring another person in.

How team members sign in is in Portal access. Extra people later: Inviting contacts.

Client and team members

Permissions and plans

All plans include unlimited clients. Complete setup has the item Invite client; it closes when at least one client company has a user.

Troubleshooting

The new company has no project

Enable Create default project when you create the client, or create a project under Creating projects.