Adding Team Members to Your Portal Account
Multiple people from your organisation can have access to the client portal. This is particularly useful for separating access between your project team, finance team, and executives.
Who Should Have Access?
- Project Lead: Full access to project details, tickets, files, and messages
- Finance Contact: Access to invoices and billing only
- Executive Sponsor: Read-only view of project status and key metrics
How to Add a New Contact
- Navigate to Settings → Contacts
- Click Add New Contact
- Enter the person's name, email address, job title, and phone number
- Assign the appropriate permission level
- Click Save — they will receive a welcome email with their login details automatically
Permission Levels
| Level | What They Can See and Do |
|---|---|
| Administrator | Full access including adding/removing other contacts |
| Standard | Projects, tickets, invoices, and files |
| Finance Only | Invoices and billing information only |
| Read Only | View projects and status — no actions |
Removing Access
To remove a team member's access (e.g. when someone leaves your organisation), navigate to Settings → Contacts, find the person, and click Deactivate. Their account is suspended immediately but their history is retained for record-keeping.