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:


A screenshot of the top of a Project page with an arrow pointing toward the "Add some people" button

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:

An animated GIF showing the process to add a client company to the project.

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:

Understand more about adding clients from different companies into one space here.
If you see a message that says the client you're trying to add is already on your team, it means that they have been added to a different project as a team member. Folks can't be team members in some projects but a client in others, but it's possible to switch their user type to get this sorted!
Because content in client projects starts off as private to your team by default, 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.

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.

Next: Posting in a Client Project