Client user role

How to add and set up Client user role to give them access to employees that work on projects for them

Uros Maksimovic avatar
Written by Uros Maksimovic
Updated over a week ago

With client user role, you can provide your client insight into the project they hired your team to do.


Client user role's only scope is a project for which they need to see progress flow as well as time, attendance and productivity data of the employees that are assigned to it.

Add Client

Below are the steps for adding a Client user role to your Insightful account:

  • Go to Settings >> User management on the Sidebar

  • Select Clients tab

  • Click on Add Client button

  • On new client window, insert name and email of the user you will be assigning Client user role

  • Select the user's viewing scope - project or projects that user will have viewing access to, and save

  • Client user will receive an email from Insightful with further instructions 

Users with Clients user role will use their login credentials to view projects on 

❗Note: Managers, Admins and Clients do not need to have Insightful installed on their computers in order to login and view data and as such they do not add towards billable licence count.

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