How to create, add, and invite Customer Roles to a Project

This guide provides a straightforward process for adding customer roles and team members to a project, ensuring effective collaboration and clear role assignments. By following these steps, users can easily manage customer involvement, enhancing project organization and communication. It's an essential resource for anyone looking to streamline their project management and foster better teamwork with clients.

Elan Maynez
10 steps
36 seconds

Guidecx

Navigate to Resource Management

Click "Customer Roles"

Click "+ Add Customer Role"

Type in your "Customer Roles" *PS they'll autosave!*

Now you can add those Customer Roles under the Customer Team!

Click this button.

Select the role you'd like to invite

Enter the customer's information

Click "Add Role to Project"

Repeat those steps until you've built out the customer's team!