Add a client to a project as Contractor

Invite clients to a project

When creating a project, you will be asked to choose a client to invite.
If you have not yet created an entry in your adress book for your client, you can create your client with the + sign.

There are three forms of access you can extend to your client:

[HOW THOUGH??]

  • Share control of the project with your client: your client will get full access to the project, decision-making and communication will mostly happen via Meistersystems

  • Read-only access for client: your client will only receive reading access to the project, while you keep full control over all changes – for decision-making and communication, other channels have to be used

  • No access to client (we call this the Granny Case): as a contractor, you keep full control of the project, without extending any form of  access to the client – for decision-making and communication, other channels have to be used
Was this article helpful?
YesNo