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Creating a Client Account

Give clients their own login so they stop chasing you for updates.

A dedicated client login means fewer status calls and texts — clients can check on progress themselves instead of asking you for it.

Clients can see Schedule, Budget, and Approvals (assigned to them). But everything else stays hidden.

1. In the People tab of the project, click "+ New" and select "Add Existing User."

2. Fill out their contact information and set the role type to "Client."

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