how do i add clients?

  • Resolved miriedel93

    (@miriedel93)


    8 years, 10 months ago

    hi

    how do i add clients? when i add a new person, he doesn’t show up as a
    client.
    when i do it through the members plugin, it doesnt give me the option to
    define him as a client.
    also, when i create a new project, it gets saved as a blog page. i want it
    to be visible only to that client.
    how would i go about it?

    please answer me as soon as possible, as my client is really pressuring
    me!

    thanks

    https://www.ads-software.com/plugins/orbis/

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  • Reüel

    (@pronamic_reuel)

    how do i add clients? when i add a new person, he doesn’t show up as a
    client.

    Companies are used as clients; you can assign a company to a project as client.

    also, when i create a new project, it gets saved as a blog page.

    If a project looks like a normal blog post, I guess you’re not yet using the Orbis theme.

    i want it to be visible only to that client.

    Unfortunately, it’s not possible to assign projects to a specific ‘client’ WordPress user. Orbis has been developed mainly for intern usage and less as a client portal, therefore there is no out-of-the-box solution to make projects only visible for specific clients.

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