Adding Client users

If you deal with employees of other companies, such as Clients, Customers, Vendors, Ad Agencies, you can include them in your projects and make them part of the project team. You can then assign them tasks and monitor their progress through BasicOps. You can learn more about what client users can and cannot do, in What can guest users do?

This article includes:

• Creating a Client Group
• Adding Client users
• Using Clients
• Adding Clients to projects

Creating a Client Group

Before you can include a client in a project team, your BasicOps administrator must create a client group. We call it a client group, but it can be any company you do business with or a group of external employees you deal with, like a supplier, an ad agency, or even a vendor. Your BasicOps admin then adds users — who are employees of the client  —  to the client group.

Once you've created a client group, you can begin adding and managing users.

Adding client users

1. Click the Client tab at the top.
2. Click a client group or create a new one.
3. Click Add Client User. (Image 1)
4. Fill out the Client user form. (Image 2)
5. Click Add or Add and send invitation later. (Image 2)

 

Using Clients 

Here are some things you should notice after adding clients to your company.

The words you see might be different. By default, all features related to a client refer to it as a client (not exactly surprising). But your admin can change that word so that it reflects your relationship with the organization. 

For more information, see Editing the Client Label.

Look for purple. Look for purple throughout BasicOps to identify users in your company.  There is a purple outline around each client's avatar and a purple "CLIENT" label in each profile tooltip. Hover over the client's avatar to see a quick user info.

 

Adding clients to a project

A project team can include one or more clients. For example, you might include both a PR agency and an ad agency in a project for a new product launch. You select the people to be included, too — from a single individual to all the employees listed in the client group.

Note: Before you can add a client and client users to a project, your admin must set up the client group and assign users to the group.

To add a client user to an existing project:

Note: Only project owners can add clients to the project team.

1. Select a project.
2. Click Team at the top right corner.  
3. Click Add Client Group button.  
4. Select a client group from the dropdown.
5. Click + to begin adding client users.  

If client users complete their tasks or are no longer needed on a project, you can disable their access to the project. Disabling their access doesn’t remove their information or any tasks, files, or other content they’re associated with. Disabling access simply means that the client users can no longer access the project.

To disable a client group’s access to a project:

1. Select a project.
2. Click Team at the top right corner.
3. Click Disable Client Access.

Note: If you want to make sure a client user can no longer access BasicOps, deactivate the user in the Admin Settings.