Users to Clients
added on January 14, 2010 by Company Organizer
| Priority: |
Normal  |
| Assigned to: |
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| Due date: |
Thu, Jan 21, 2010 |
| Reminder: |
2 days before due date |
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| Completed Thu, Jan 14, 2010 at 10:18 AM |
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Double-click name to edit. Drag-and-drop to reorder.
I accidentally set up sales agents in an outside organization as users, but they need to be clients. Can they be converted from users to clients?
Can clients see reports? I have some users who cannot - any particular reason?
Thanks, Dominic@garmentvalet.com
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Link to this page
Yes, you can switch a user from a team member to a client from the project detail page. To get to the project detail page, click on "Projects" from the "Admin" tab and then click on the name of a project. Click the "Move to clients list" for the team member that you want to make a client for this project.
Any team member or client on a pay plan can view all the reports. Clients on the Free Plan can also view time reports.