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Many organizations using Copper often wish to allow a customer / external client log into their environment. How would I allow a customer to log into my Copper?
In the Administration menu, create a new user account and assign them the proper rights to which Projects & Clients you would like them to view and if the user should have read or write access. After their account is created, send the customer an email with the location to your Copper environment i.e. (http://company.copperhub.com) and the user name and password created for them. That's it, though it’s recommended to assign a temporary password and have the user change their password upon login.
Copper allows for simplified project collaboration with any internal or external individual who has access to a web browser. |
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