Changing User Types
Only admins and account owners can change user types.
Start by clicking on Home, then on Adminland. Click the first option that says
Add/remove people or change their access. First, find the person and tap the More options ••• button on the right, then click
This option will reduce what a person is able to do in the account. To see a full list of what they will and won't be able to do, please click here.
Clients cannot be on any teams, so they'll be removed from those workspaces ( unless those teams are switched to projects beforehand). They will also lose access to any projects on the account that do not have client access enabled. If you would like to enable that client-access, this is the guide to follow — no need to add users, just the client company name.
You'll have the option here to change a client into an outside collaborator increasing the things they're able to see and do:
Read through the important information on this next page and click the button that says "Make Gina an outside collaborator."
If your account was created after September 14, 2022, the permissions for the outside collaborators will be different:
For a full list of what an outside collaborator (non-client user) can do, click here.
Back to: All guides on Working with Clients