You can add clients as a representative to the companies which are listed in the Companies section. To know the process, all you need to do is just follow the simple steps below.
Client representative in a company will work as a connection between the project team members and clients who will explain the process and project updates to the client. All permissions will be given to the client by the client representative.
Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Clients" option on the Homescreen.
Step2: After clicking on clients, you can see the list of clients available, choose your required client name to add as a representative to the companies.
Step3: To add the client as a representative, first go to the Companies section.
Step4: Now open your required company where you want to add the client as a representative to the company.
Step5: On the top of the screen, you can see the Company Representative option where you can add a new client to the company or else change the company representative as per your requirement.