How to Manage Client Users with Client View in Project Insight

Project Insight’s Client View add-on allows teams to create client users and give them a simplified view of Project Insight. Client users can be assigned items such as proposals, tasks, to-dos, and approvals. Depending on Client View configuration, they can also interact with project information by adding comments, attachments, files, and issues.

Best for: Teams that want to give clients access to relevant project work without giving them the standard Project Insight user experience.

How do I access client users in Project Insight?

To view and manage your client users:

1. Navigate to Admin.
2. Select Clients.
3. Project Insight displays a list of your existing client users.

From this page, you can add client users, open an existing client user, or access the Client View configuration page.

[View video at 0:19 to see where to find client users.]

Where do I configure Client View options?

From the client users page, select Client View Configuration in the upper-left corner.

This opens the configuration options that determine what clients can access in Client View.

Client View configuration is not covered in this overview.

[View video at 0:31 to see how to open Client View Configuration.]

[PLACEHOLDER: Add link to existing Client View configuration documentation or video.]

How do I add a new client user?

From the client users page:

1. Select + Client User.
2. Select the client’s company.
3. Enter the client’s name.
4. Complete other applicable information, such as:
   • Email
   • Username
   • Password
   • Phone number
   • Custom fields
5. Select Active if you want the client to be active in the system immediately.
6. Select Save.

[View video at 0:46 to see how to add a client user.]

Which companies can I select for a client user?

Only companies with the Company Type set to Client appear in the company dropdown when you add a client user.

To check a company’s type:

1. Open the My Insight menu.
2. Navigate to Companies.
3. Select Advanced.
4. Review the Company Type column.
5. Confirm that the company you want to associate with the client user has its type set to Client.

Project Insight does this by using the company type to determine which companies are available when creating a client user.

[View video at 0:55 to see which companies are available for client users and how to verify the Company Type.]

How do I see what a client sees in Project Insight?

You can view Project Insight from a client user’s perspective by impersonating that client.

1. Navigate to your client users.
2. Select the client user you want to view.
3. Select Impersonate.
4. Project Insight opens the client’s dashboard.

The Client View dashboard is a simplified version of the regular Project Insight user dashboard.

[View video at 1:54 to see how to impersonate a client user and open the client dashboard.]

What can clients access in Client View?

Clients can be assigned Project Insight items such as:

• Proposals
• Tasks
• To-dos
• Approvals

The video example also shows a client opening a task and having the ability to add comments and attachments.

[View video at 2:04 to see an example of a client's dashboard and task access.]

Exactly what a client can access is controlled through Client View Configuration.

What can clients do within a project?

Clients have a simplified project dashboard. Depending on the Client View configuration, they can have access to actions such as:

• Adding an issue
• Adding files
• Adding comments

Project Insight does this by providing clients with a simplified interface while allowing administrators to control their access through Client View Configuration.

[View video at 2:20 to see an example of a project from Client View.]

What are common mistakes when setting up client users?

Why can't I find a company when creating a client user?

Check the company’s Company Type. Only companies with the type set to Client appear in the company selection dropdown for a client user.

Why isn't a new client user active?

When creating the user, make sure Active is selected if you want the client to be active in the system immediately.

Where do I change what clients are allowed to access?

Use the Client View Configuration page. The configuration settings themselves are outside the scope of this overview.

Related questions

Can I see Project Insight exactly as a client sees it?

Yes. Open the client user and select Impersonate to access that user’s Client View dashboard.

Can clients be assigned tasks in Project Insight?

Yes. Client users can be assigned tasks, as well as proposals, to-dos, and approvals.

Can clients comment on tasks?

Yes. The example in the video shows a client adding comments and attachments to a task, subject to the Client View configuration.

Can clients add files and issues to projects?

The video demonstrates clients adding files, comments, and issues from the simplified project dashboard. Their available access can be changed through Client View Configuration.

Why doesn't a company appear when I create a client user?

The company must have its Company Type set to Client to appear in the client user company dropdown.

Additional resources

[PLACEHOLDER: Add link to Client View configuration documentation.]

[PLACEHOLDER: Add link to related Client View video or Project Insight Client View feature page.]

For additional assistance, visit Project Insight Support.