Clients and portal

Clients is for a single workspace (not All workspaces). Personal and company workspaces both can have clients. Client-portal users do not manage this list.

Create a client

You need Clients: Operate.

1. Open Clients.
2. Click New client, enter a name, and save.
3. Open the client to set website, notes, Active / Archived, and allow time tracking.

Link projects

On the client page you can:

• Create a project for this client
• Attach an unassigned project from the workspace

Projects then show under that client, including the By client view on Projects.

Invite portal users

1. On the client, send an invite with their email. We email them the link.
2. You can still copy /invites/client/... from the pending list if they need it resent by you.
3. They must sign in or register, then open the link.

Portal users switch to that company labeled (client). They see shared projects and tasks, not Teams, Members, or Shared. Time tracking appears only if you enabled it for the client.

What clients see

Home is the client portal dashboard. Projects and tasks are limited to what you shared. They typically have a Guest project role unless you grant more.