Clients

A client record groups that client’s projects and contacts inside a workspace. Provider admins and provider team members can create clients. Client users see only their own client’s shared work.

Create a client

1. Choose the intended workspace.
2. Open Clients and select Add client.
3. Enter Client name and Primary contact email.
4. Select Add client.

The client record is now available when creating a project. Creating it does not invite the contact or create a user account.

Invite the client admin

A provider admin chooses Invite client admin, selects the appropriate client when prompted, enters the email, and sends the invitation. Provider-to-client invitations use the Admin role. After joining, that client admin manages their own client team.

The recipient must sign in or create an account with the invited email, verify it if needed, and choose Accept invitation. See Join an invited workspace for the recipient’s steps.

A provider team member can create the client record and delivery work but must ask a provider admin to send the client admin invitation.

Add work for the client

Open Projects → New project and choose the client in Client. Each project belongs to one client and one workspace. Task assignments to client users must stay within that client.

Project files are shared with the client; internal provider tasks and their files are excluded. Review Comments & visibility before adding sensitive provider notes.

Limits and membership

The trial permits one client in the workspace and one client person. A paid plan permits five clients per workspace, with five client people per client. Pending, unexpired invitations reserve seats.

Client admins can invite and manage users for their own client. They cannot manage another client or the provider team. Provider admins normally let the client admin manage client membership; Set as client admin can establish an initial admin for a client that has none.

Troubleshooting

The contact cannot see the client. Confirm an invitation was actually sent and accepted; the primary contact email alone does not grant access.

You cannot add another client. Check the quota in the selected workspace. Paid quotas apply per workspace, not as five clients across the entire provider.

You need to edit or delete the client record. The current interface does not expose general client editing or deletion. Contact support rather than creating duplicate records to work around an account issue.