Sometimes when working on a project you will want to invite your client/s to collaborate.
Wooshii is set- up so that you can do this
Once you have created your Project navigate to the User Management tab.
From here you can enter the email address of the Client you would like to add
If they are already in the Wooshii system they will be added and informed by email
If they are not they will be emailed and invited to
The Client View
When a client is invited they are emailed an email like that below
- Once they have accepted the invite they will enter their client space
- The client space is similar to your client space only stripped back
- You will note that they can see only certain key fields.