Adding Clients to Projects

To add Clients to your projects, click the "Set up people" (or "Add some people") at the top of your project page:

Screenshot of a project page with a red arrow pointing at the Set up people button

On the next page, click on the Clients tab. Click Add clients then choose who to include. You can also add the company name here:

an image showing the client page of set up people

After you add Clients to a project, you can see them all listed at the bottom of the "People who can see this project" page, along with the option to add more Clients:

NOTE: Content in Client projects starts off as private to your team by default, so your Client users won't see anything in the project until content has been made visible to them. You'll need to switch the visibility of each item you want Clients to see.

Projects created from templates will have Work with Clients toggled on by default and will retain visibility settings from the template.