Creating clients and adding users to your account is a simple process that can be done in a few easy steps. Please note that when we are referring to clients, these are who will post projects and roles, and have the ability to assign employees to any projects posted. Clients can only sign up by invite to the platform. The “client” terminology can be changed to something more suited to your organisation.

Creating a Client

• Log in to Your Admin Account:
  • Navigate to the Clients (or this will show as whatever terminology you have used for the client users) tab in your dashboard.
• Create a New Client:
  • Click on the “+ Create” button to start adding a new client.

Enter Client Details:

• Enter the client name and email address.
• You can assign more than one user under a single client account. For instance, if a department manages several projects requiring hires, all of those users can be grouped under one client account.

Save Changes:

• Click “Save changes” to finalize the creation of the client account.

Invite the Client:

• Once the client is created, they will receive an email invitation to sign in to the platform.
• The client will need to reset their password by following the “Forgot Password” link in

Adding a new users to a client account

1. If you’ve had a new person join the team that will be posting projects, you can add them to an existing client account. Simply select the pencil icon next to the client you would like to add the user to.

1. Click on the “Invite New User” button.

1. Fill in the email address of the new user and select "send invitation". You can enter more than one email at this point.
2. The user will receive an invitation as described above and will need to reset their password by selecting "forgot password".
3. The user can now sign in to the account and post projects under the client's name.