The client portal of PSOhub is accessible via Guest Accounts. The following video you will get an overview of what is a guest account and how you can invite your customers as guests to one or more projects. To get a complete understanding, please take a look at the rest of the article below.

With guest accounts you are able to invite your customer as a guest to the client portal and access one or more projects.

Guests have access to their own dashboard where they can easily view their project’s key performance indicators.

In the Project list and clicking on Details the guest will have direct access to task information.

If a guest account is set with access to the financial information, he/she will see the amount of the different contract lines, time entries with their respective rate and overall value (in the Used column), expenses (Used column) as well as the invoices.

If a guest account is set with access to no financial information, he/she will see the quantity of hours booked and expenses as well as invoices.

A guest account can access their tasks and task board for their project(s) from the Tasks module.

In addition to viewing all the invoices related to a project, a guest account can be set with the rights to approve them as well.

Invoices can be found in the right section of a project as well as via the bar menu under Invoices. Once a guest account opens an invoice, he/she will be able to preview or approve the invoice by clicking on the corresponding buttons.

Create a guest account via User Management and Users settings:

Here, you can assign which projects you want the guest to have access to. Guests can also have optional access to the financial information of projects and can also be authorized to approve (and automatically send) the invoices of a project.

Once you are done, simply click Send Invite(s); your customer will now receive an email inviting them to log into PSOhub as a guest account.

A project manager can also invite a customer as a guest via the project team.

When your are in the TEAM tab of the project, you can click on the Add Guest button, select your guest user(s) and click Save:

If the customer hasn't been defined yet, you can invite he/she directly from here:

The same screen as in the User Management and Users settings will appear with the same options, i.e., they can have optional access to the financial information of projects and can also be authorized to approve (and automatically send) the invoices of a project.

Once you are done, click Send Invite(s); your customer will now receive an email inviting him to log into PSOhub as a guest account.

Your subscription plan will define how many guests you can invite. The table below shows the number of guests.