Summary / When to Use This
Adding customer users to a project gives them secure access to their shared onboarding portal. From there, they can complete assigned tasks, view progress, and collaborate directly with your team.
Steps to Follow
1. Open your project
Navigate to the project you want your customer to access.
2. Go to the Members area
Click Members at the top of your project.
3. Add a Customer User
Click + Customer User.
Troubleshoot: If the button is disabled, it means the project doesn’t yet have a customer organization assigned. You can fix this under the Settings tab of the project.
4. Enter customer details
Provide the user’s name, email address, and (optional) title.
Leave the Send Invitation toggle ON to invite them right away.
If you’d rather wait, turn it OFF—you can always invite them later from the Members area.
Manually Sending an Invitation
If you didn’t invite the user during setup, you can do it later:
In the Members list, hover over the customer’s name.
Click the paper airplane icon to send the invitation email.
Impersonating a Customer User
Sometimes you may need to see what the portal looks like for your customer:
In the Members list, hover over the customer’s name.
Click the eyeball icon to log in as them.
Important: Any actions you take while impersonating will be saved and recorded as if the customer performed them.
Tips & Troubleshooting
No + Customer User button? Assign a customer organization in Settings first.
Customer didn’t get the invite? Ask them to check spam/junk folders, or resend using the paper airplane icon.
Testing the portal? Use impersonation carefully since actions are recorded as the customer.