Invite a client
Clients join as free guests. They see only the projects you pick for them, never your other clients or your internal work.
Invite a client01Invite a client#
- Open the Team page.
- Under Invite people, type your client's email address.
- Open Access and pick Client.
- Under Can see, click each project they should see. A client needs at least one.
- Click Send invites.
Your client gets an email saying they were invited as a client. Once they accept, their projects show up for them like a portal.
02Clients are free#
Clients never count as seats, so you can invite every client you work with at no extra cost.
03See and remove clients#
The Team page lists clients under Clients · Always free, apart from your team, with the projects each one can see. To take away access, use Remove client in the menu on their row.
Tip Share a form with clients for new requests. Every submission becomes a task in the project you choose.
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