Docs / Getting started / Invite a client
GETTING STARTED Guide 4 of 4

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.

Matches the live app1 min readUpdated Oct 20, 2026
Invite a client
FIG 1Pick exactly which projects a client can see.

01Invite a client#

  1. Open the Team page.
  2. Under Invite people, type your client's email address.
  3. Open Access and pick Client.
  4. Under Can see, click each project they should see. A client needs at least one.
  5. 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.
Was this page helpful?