Adding Clients to Projects
Setting Up a Client Project
So you've got a Project and you need to add some clients? To start, click 'Add some people' at the top of the Project:
At the bottom of the 'People on the project' page, click 'Add a client to this project'. You can add a new client company or invite a client company already on your account:
From there, you can invite new users to the account and add them to your Project so you can get started doing awesome work for your client!
Inviting a new Client user
Once you've got a client project, you can invite a client to your account. You can do that right from the Home page. Just click 'Invite people':
You'll need to choose the last 'Client' option on the next screen:
You can invite multiple clients at one time by clicking the '+' button:
Once you click 'Email invitation now', we'll send an invite to those clients and you can add them to any existing client projects:
After you add clients to a project, you can see them all listed at the bottom of the page, along with the option to add more clients:
Switching team members and clients
Only admins and account owners can change a team member to a client and vice versa. If that's you, follow this guide to change people on your team to clients, and vice versa.