Adding a customer to a project is quick and easy. Just follow the steps below:
1. Go to the Project Details Page
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Navigate to the project you want to add the customer to
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Click into the Project Details page
2. Open the Access Tab
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Once in the project, click on the Access tab
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This is where you’ll manage customer accounts for the project
3. Add a Customer Account
You have two options:
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Search for an existing customer: Start typing in the search bar, and Ressio will automatically filter based on your input
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Create a new customer: Click the + (plus) button to create a new customer account if it doesn’t already exist
🔍 Want more help creating a new customer account? Check out the Help Document on Creating a Customer.
4. Assign the Customer to the Project
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Once you’ve found or created the customer, select them to add them to the project.
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The customer will be added without access initially.
5. Grant Project Access
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To give the customer access to the job, click the plus (+) icon next to their name.
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Then click Save & Invite.
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After this, the customer’s contact will show under Contacts with Access.