Changing a Client company on a project

To change the Client company you're working with:

  1. Click the Set up people button

Screenshot of a project with an arrow pointing to the Set up people button.

  1. Click the Clients tab located at the top

Screenshot of the Who can see this project? page with an arrow pointing to the Clients tab.

  1. Click the name of the current client company located to the left of the Add clients button

Screenshot of the Clients tab with an arrow pointing to the Client company name located to the left of the Add clients button.

  1. Click the X located to the right of the client company name to remove it

Screenshot of the What client company name should be shown on this project? page with an arrow pointing to the x located directly to the right of the Client company name.

  1. Enter in the name of the new Client company, hit enter, and click the Save changes button

Screenshot of the What client company name should be shown on this project? page showing a new Client company name and an arrow pointing to the Save changes button.

🗒️ NOTE: Changing the Client on a project won’t affect the Client people you’ve already added, it only changes the Client company labels throughout the project.