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When inviting a customer to a project

박성민_학해_
Contributor
February 4, 2024

When inviting a customer to a project
1. Grant customer role in Settings > User Management
2. Invite customers to your project

When I run it only twice, it sometimes says that the customer does not have permission to access the portal.

Do I need to do both 1 and 2?
Some customers can access the portal when running it only twice, while others cannot.

I don't know what the difference is.
Also, for customers invited as number 1, their personal email address is listed in the project customer list, and for customers invited only from the project, their email address is displayed as is in the list.

 

_01_jsm_customer_list.jpg

1 answer

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Asha Goyal
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February 20, 2024

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