Adding New Clients

Clients

The clients’ menu in Projectopia allows you to view all the clients that have been added by you. Edit or Delete individual clients or do the same actions in bulk. Or just skim through the client details like their user id, username, company name, and their contact details too.

 

 

Adding New Clients

To add a client in Projectopia, first, go to the Clients area by clicking “Clients” in the Projectopia admin menu. Then click “New Client”.

 

 

You’ll now be presented with a series of fields to complete. These fields are all required as they are used in various parts of the plugin. Fill in all fields as illustrated below and click Add Client.

 

 

IMPORTANT: When adding clients, you MUST give them a unique email address that is not already in use by any other WordPress user, otherwise you will receive an error. If you already have WordPress users that you want to convert to clients, see Converting Existing Users to Clients.

 

Add Client Process

Once you’ve clicked Add Client, a few things will happen in the background. These are –

  1. A Client will be created in Projectopia.
  2. A new WP User account will be created in WordPress and given the Projectopia Client role.
  3. The user created in step 2 will be linked with the client created in step 1.
  4. A welcome email is sent to the new client with their login details (If you have this configured in the settings. See below for more information.

The Welcome Email

If you have configured the plugin to send a welcome email then one will be sent when the client is created. The settings for this are on the “Clients Email” tab in the plugin settings.

 

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