In ProWorkflow there are two main types of Users - Staff and Clients, which also be associated to Organizations.
Staff Contacts
Staff users are users on your team who can access and manage Projects (depending on the permissions you assign them). To access and manage Staff, click on the "Staff" link in the left hand menu:
For our article on how to add a Staff Contact, please click here.
For our article on how to delete a Staff Contact, please click here.
For our article on how to restore a Staff Contact, please click here.
Client Contacts
Client Contacts are people associated to your Client Organizations. The Clients page primarily refers to Client Organizations, the individual Clients you interact with can be found as contacts within these Client Organisation profiles. These Client Contacts can have the ability to login, if you choose to give that to them. If you do that, please make sure you assign a role to them.
You can access the Clients page from the link in the left-hand menu:
The Main Contact for a Client Company is linked in the "Main Contact" column:
Other Contacts are listed by icon in the "Contacts" column:
You can also expand any Client to view the contacts by clicking on the carrot next to that Client:
Or click "Expand all" to expand all of the Clients and view all Client Contacts:
For our article on how to manage Clients, please click here.
Roles and Permissions
Users of any type can be assigned a Role. Permissions for Roles can be customized in the Roles & Permissions section of your setting. If you are giving a User the ability to log in, you need to assign them a Role.
