ActiveCollab Client Workspace Setup (Onboarding)

ActiveCollab Client Workspace Setup (Onboarding)

1. 01

   Create a new client workspace under the 'Projects' tab

   In ActiveCollab, navigate to Projects and click 'New Project'. Name it after the client and select a template from your pre-configured project templates to standardize task structures.

2. 02

   Configure user roles and permissions for client team members

   Go to 'People' and invite client contacts as 'Client' role users. Set permissions to limit access to only their project, ensuring they see tasks, comments, and files but not internal financial data.

3. 03

   Set up project templates tailored to the client's core service workflows

   In 'Project Templates', create or edit a template that includes typical milestones, task lists, and dependencies. Apply this template to the new project to save setup time and enforce consistency.

4. 04

   Enable time tracking with the stopwatch for the project

   Within the project settings, turn on 'Time Tracking' and ensure the stopwatch feature is active for team members. This allows accurate logging of billable hours directly against tasks.

5. 05

   Integrate payment gateways (Stripe, PayPal) for invoicing

   Navigate to 'Settings' > 'Payments' and connect your Stripe or PayPal account. This enables you to send invoices from ActiveCollab and collect payments without leaving the platform.

6. 06

   Create and send an estimate to the client

   Use the 'Estimates' module to draft an estimate based on the project scope. Convert it to an invoice once approved, testing the estimate-to-payment flow for this client.

7. 07

   Train the client team on task management and client collaboration

   Schedule a walkthrough session covering how to comment on tasks, upload files, and use the client portal. Provide a quick reference guide for common actions to reduce support tickets.