I'm unable to delete a client user and add them as a project user. Why ?
The message User already added as client to this organization is displayed because you have deleted (removed) the user only from the project and not from the entire organization. You must delete the user from the organization to add them again as a project user. Learn More.
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Can I delete a project user and add him/her as a client user and vice versa?
Yes. You can delete a project / client user and add them again as a client / project user. Learn more on how to add a client user. Learn more on how to add a project user.
Client users
A company or organization for whom the projects are done, is called a client company E.g., Bowman Furniture's is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that ...
Project and client timesheet report
Project Report Navigate to Home > My Timesheet. Click the drop-down action panel beside the Calendar view section. Click Project Report. Highlights of Project Report: Be it two months or two years, irrespective of the project span, a report is ...
Client permissions
Configure your client permissions and privileges. You can set the default client permissions to view the issues for the selected project. And you can collaborate with your clients and work on the issues. In Client Permissions, select the required ...
Project groups
You can group projects based on criteria, requirements, clients, users and various other project needs. By grouping projects, you can segregate multiple projects and efficiently manage your project groups. For instance, if you’re working in a company ...