Adding a Client to your Project

Before you begin, ensure that your package includes the Project Client Dashboard feature.  There is a simple way to check if it has been enabled and that is highlighted further down in this article.

If you are unsure, please contact Firebird Support.

To add a client to your project, go to your Project dashboard

Click Settings to go to the Settings Page:

N.B. To check if the client dashboard feature has been enabled for you, please look in the Project Links tile in the screenshot above for a Client Portal link.  If this is not showing for you, please contact Firebird Support

Click Share to get the sharing slide out

Enter the email address of the person you wish to be the administrator and click on the ProjectClient Role.

Click on Share

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