Your clients

Clients, contacts and roles

Who can comment, who can approve.

A client is the company; contacts are the people at it. Each project has one approver, who approves plans, additions and phases. A reviewer can comment. A viewer can follow the project.

Contacts never have a password. Each opens the project from their own link, which stays the same until the project is archived. Reset it from People on the project’s page if it reaches the wrong person.

Press People on a project to choose who is on it. Under Client, add the client’s people who are not on it yet, or press Add someone new for a person the client has not had before: they are added to the client and the project together, and nothing is sent until you email or copy their link. The ⋮ beside a person takes them off the project; their link to it stops working, and they stay at the client. The approver stays on. Under Your team, add teammates, and owners and admins can press Invite someone to your team: the invitation is the same as in Settings › Team, uses a seat, and they join the project when they accept.

On a client’s page, the menu beside a person changes their role or removes them; removing ends their links at once. Someone who has commented or approved stays, because that record is kept. The ⋮ menu on a client, in Clients or on its page, renames, archives or deletes it. An archived client moves to the Archived tab in Clients, where its menu has Restore. Only a client with no projects can be deleted, for one added by mistake; any other is archived, so its record is kept.