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TEAM AND CLIENTS Guide 2 of 3

Client guests

Clients join your workspace for free and see only the projects you share with them. No more status emails: they can see where their work stands.

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

01What clients see#

02Invite a client#

On the Team page, invite them with the role Client and pick their projects. Step by step: Invite a client.

03Always free#

Clients never count as seats. The Team page lists them under Clients · Always free.

04Change or remove access#

To take access away, use Remove client in the menu on their row.

Tip Share a form with your clients for new requests. Every submission becomes a task in their project, so requests stop arriving as random emails. See Create a form.
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