--- title: People description: Keep the people on your clients' side in one list, link them to companies, manage their client portal access, and delete them safely. icon: user --- People, also called contacts, are the individuals on your clients' side. You add them to projects, assign them tasks, and invite them to the client portal, where they see the projects you share with them. They're on the **People** tab of [Clients](/docs/clients). A person can belong to a company or stand on their own. ## Who can do what | Action | Owner | Admin | Member | | ------------------------------------------------------------------------------------------ | :---: | :---: | :----: | | View people | Yes | Yes | Yes | | Add and edit people | Yes | Yes | Yes | | Invite people to the portal, turn portal sign-in on or off, preview the portal as a person | Yes | Yes | Yes | | Delete people | Yes | Yes | No | Adding clients to a project, or removing them, is done on the project's [Members](/docs/projects/members) tab by Owners and Admins. ## How people work - Each person has a first name, a last name, an email address, and optionally a phone number, a photo, and a company. A first or last name and an email address are required. - The **People** tab lists each person's name, company, email, phone, and the date they were added. Sample contacts from a starter are marked **Sample**. - Portal access is shared per project. A person only sees the projects you've invited them to. See [Project Members](/docs/projects/members#portal-access-statuses). ## How to add a person 1. Open **Clients** in the sidebar and click **Add client**, or press **C**. 2. Enter a **First name**, **Last name**, and **Email**. To add their company at the same time, enter a **Company name** too. 3. Click **Add person**, or **Add company and person**. To add someone to a company you already have, open the company and click **Add person**: the company is filled in for you. You can add a phone number, a photo, and notes afterwards with **Edit**. See [Clients](/docs/clients#how-to-add-a-client). You can also create a person while adding a client to a project. See [Project Members](/docs/projects/members#how-to-add-a-client). ## How to find people Each row on **People** shows the person's name and email, their company, their client portal status (**Not invited**, **Invited**, **Active**, or **Sign-in disabled**), when they last signed in to the portal, and their active projects (the most recently updated one, with **+N more** when there are several). - Use the search box to find a person by name or email. - Use the **Company** filter to show the people at one company, or those with **No company**. - Use **Display** to change **Sort by** and **Direction**, and to show or hide columns. ## The contact sheet Click a person's name to open their contact sheet. At the top are their name, their client portal status (**Not invited**, **Invited**, **Active**, or **Sign-in disabled**), and their company. If they are their company's [primary contact](/docs/clients#the-primary-contact), it says **Primary contact** after the company. Click the company to open it. Click **Edit** to change the name, email, phone, photo, notes, or company. The **⋯** menu next to **Edit** has **Preview portal as** the person, **Disable portal sign-in** (or **Enable portal sign-in**), and **Delete**, depending on what you're allowed to do. Below that, the sheet shows: - **Details:** the person's email, phone, and notes. Only the ones you've filled in are shown. Click the copy button next to the email to copy it. - **Client portal:** one line with their status, for example **Active · last signed in Nov 13** or **Invited Nov 10 · has not signed in yet**, and the next thing to do: **Invite to portal**, **Resend invite**, **Share N more projects**, **Preview portal**, or **Enable portal sign-in**. - **Waiting on** the person: how many open portal tasks are assigned to them on their active projects, and how many of those are overdue. It's hidden when nothing is waiting on them. - **Projects:** the active projects they're on. Each row shows how they're linked to the project (**Primary contact** or **Client**), the project's status, and whether the project is shared with them in the portal (**Portal access** or **Not shared**). Click a project to open it. The first five are shown; click **Show all** to see the rest. The date the person was added is at the bottom of the sheet. ## How to invite a contact to the portal A contact must be on a project and have an email address before you can invite them. See [Project Members](/docs/projects/members#how-to-add-a-client). 1. Open the contact sheet. 2. In **Client portal**, click **Invite to portal**. 3. Select the projects to share. Every project that isn't shared with them yet is selected for you. 4. Click **Send invite**. A contact who hasn't used your portal before gets one email with a sign-in link. Whether clients also set a password depends on your portal's **Require password** setting. See [Client Portal](/docs/client-portal#how-portal-passwords-work). If they were invited but haven't signed in yet, the button reads **Resend invite** and emails the sign-in link again. ## How to share more projects with a contact When a contact already uses your portal, the **Client portal** button reads **Share N more projects** whenever some of their active projects aren't shared with them yet. 1. Open the contact sheet. 2. Click **Share N more projects**, or click **Share** on a project marked **Not shared** to share just that one. 3. Check the selected projects and click **Share**. They get a short email about the newly shared projects. Once every active project is shared, the button reads **Preview portal**. ## How to turn portal sign-in off or on Turn sign-in off when someone should stop using your portal, for example because they left the client's company, without losing their project history. 1. Open the contact sheet. 2. Open the **⋯** menu next to **Edit**, choose **Disable portal sign-in**, and confirm. They're signed out everywhere, can't sign in with a link or a password, and stop getting client emails and notifications. Their project access is kept, and their status shows **Sign-in disabled**. To undo it, click **Enable portal sign-in** in **Client portal** (or in the **⋯** menu) and confirm. They can sign in again, see the projects still shared with them, and get client emails again. The menu item only appears for contacts who have been invited to the portal. ## How to preview the portal as a contact Open the contact sheet, open the **⋯** menu next to **Edit**, and choose **Preview portal as** the person. On the **People** tab you can also open the **Actions** menu at the end of the person's row and choose **Preview portal**. The portal opens in a new tab on the contact's most recently updated project, in read-only preview mode, and shows every project they have portal access to, as they would see it. The contact needs to be on at least one project, but doesn't need to be invited, and nothing is sent to them. See [Client Portal](/docs/client-portal#how-to-preview-the-portal). ## How to delete a contact 1. On the **People** tab, open the **Actions** menu at the end of the person's row and choose **Delete**. On the contact sheet, choose **Delete** in the **⋯** menu. 2. Read the summary of what happens, then click **Delete contact**. To delete several people at once, select them with the checkboxes, click **Delete** in the bar at the bottom of the page, and confirm. Deleting a contact is permanent and can't be undone: - Their client portal account is disabled and they're signed out everywhere. - They're removed as a client from every project they're on. The dialog lists those projects. - Form responses and signatures they already submitted are kept. If you only want to stop someone from signing in, turn their portal sign-in off instead.