Onboarding a client end to end

A client account is three steps, not one. Skipping the third is the single most common reason a client signs in to an empty portal.

1. On the Dashboard, Users tab, click Add User and fill in their name and email.
2. Set Role to Client. That is the external role: it opens the client portal and nothing else.
3. Under Organizations, select the organisation they belong to, then click Add User.
4. Go to Organisations, open that organisation and switch to the Projects tab.
5. Click the project they should see. On the Project Overview tab, find the Project members card and click Add User.
6. Search for them by name or email, select them, then click Add User(s). Repeat for every project they should see.

Steps 4 to 6 are what actually grants visibility. A Client role permits reading projects, but only the ones the person is a member of, so the role alone shows them nothing. Organisation membership is not inherited downwards: being in the organisation does not put them in its projects.

Client users are free and unlimited, so add the person who noticed the problem and the manager who wants to watch it. There is never a reason to let four people share one login.

They receive the welcome email as soon as step 3 saves, and they can sign in immediately with an emailed six-digit code.