Adding People to the Client Directory
The "People" tab of LaunchBays built-in Client Directory allows you to add your clients to LaunchBay and have a full view of them, the projects they're on, the emails they've opened, and more.
This article will explain how to add clients to the directory and give them access to their client portal.
How to Add Clients to the Directory
When you invite clients to projects, LaunchBay will automatically add them to the "People" tab of the Client Directory. If you'd like to add clients to the directory and give them access to their portal before inviting them to a project, LaunchBay allows you to do so.
To create a new client, click the "Add Person" button in the upper-right corner. In the modal, enter the client's details.
If you are ready to add the client to the directory, click the pencil icon in the "Project" section of their contact card to search and select a project. Once added, the client will receive an email with their portal access link.
👋 Tip: LaunchBay now offers a Client Guest Role! Invite 3rd party collaborators to a project without granting full access. Learn more here.
👋 Tip: When adding a new client, the "Company" field lets you associate them with a company. You can assign clients to a company you created previously by selecting it from the dropdown or create a new company for them by clicking the "+" icon on the right side of the modal.
Viewing a Client’s Portal
After adding a client, you can preview their portal by following these steps:
- Go to the Clients tab.
- Click on the client’s name.
- Select View Portal to see the portal exactly as your client does.
Resend a Client Invite Email
If you'd like to resend a portal invite to a client, click on their name and then the "Send invite" button.
