There are two ways that you can invite new clients to a project inside Tezzera:
Option 1: Invite your client inside the project
Open up your project.
In the top right corner of your project space, click the "+".
A pop-up will appear that displays all of the current project members. Above that list of current members, there is a search bar that says "Search to add people to the project".
Click the search bar and begin typing in the name of the person that you would like to invite.
If this person has already been invited to your workspace, their profile will appear and you can click "Add" to add them to this project.
If this person has NOT already been invited to your workspace, a message stating "No users found" will appear with a button below it to "Invite User to Workspace". Click that button
A new pop-up will appear allowing you to invite a new user to this project. You'll notice that under "Projects" the current project that you are in has already been selected.
Under "Email", enter the email of the person that you would like to invite and then assign them the user role of "Client". This will ensure that they only have access to view and edit the things that you would want a client to have.
After entering the email and assigning a "Client" user role, click the "Invite" button and your client will instantly get an email with instructions on how to join your Tezzera project!
Option 2: Invite your client in your Workspace Settings
Click the ⋯ menu in the bottom corner of your sidebar
Select Settings. This will open up your Workspace Settings.
Go to the People tab. This is where you can view all of the people who have already been invited to your workspace. (Including clients and team members)
Click Invite User
Enter your client’s email
Select the Client role
Choose which project(s) they should have access to. (You can select multiple if you want to give them access to more than one project.)
Click Send Invite