Inviting Clients to your account

Before you can add Clients to any projects, you need to invite them to your account. You can do that right from the Home screen - just click the “Invite people” button:

Screenshot of a Home screen with a red arrow pointing at the Invite People button

Choose the last "A client you're doing work for” option on the next screen:

Screenshot of the

Invite multiple Clients at once by clicking the “+” button:

Screenshot of the Set up your client's account page where you can invite multiple clients by clicking the + button

Once you click “Email invitation now”, we'll send an invite to those Clients, and you’ll be able to add them to your Client projects in bulk:

Screenshot of the project access page for a Client that you invited

💡TIP: Understand more about adding Clients from different companies to one project here.

NOTE: Clients can't be added to your company and vice-versa. Once you've added someone to your company, you won't be able to use their email to add them as a client on another project. Likewise, if you've added someone to the Client company, you won't be able to add them to your company on future projects.