The recommended way to invite a client or supplier to a project is to first add them through the “Contacts” tab in the left sidebar. There, you can enter the client’s name, phone number, and other relevant details.
Once the contact is created, open the specific project and go to “Share Project” → “Invite Clients.” When inviting the client, simply search for their name under “Organization Contacts.” After the invitation is sent, the client will receive an email notification and will be able to access the project discussion and reply under their own name.
If you generate a sharing link directly within the project and send it to the client without adding them through Contacts first, the client will appear as an “anonymous user.”
For projects involving multiple clients, we therefore recommend adding each client through the Contacts section first and only then inviting them to the project. This ensures clear identification and structured external collaboration.
