Clients

Working with clients

Clients are real people who log in and see the parts of a project you have chosen to share. This is how to set that up without giving away more than you meant to.

Inviting one

  • Add the client company under Clients, and attach it to the project.
  • Invite the person by email with the client role.
  • Grant them the project. Nothing is shared until you do.

Use the client role, not collaborator. A collaborator is a freelancer working with you and can see internal content. If someone should never see your internal notes, they are a client — see teams and roles.

What changes the moment they are on

Everything on that project which is not marked internal becomes something they can read. Not "could theoretically find" — read, in the ordinary interface.

The pre-flight check

Before posting anything on a project with a client on it, two questions:

  • Is a client actually on this project? If not, nothing here is going anywhere.
  • Is this — or the list it is in — marked internal? If neither, they will see it.

It takes a few seconds and it is the difference between a candid internal note and an awkward phone call.

What they get

  • Roadmap — where the work stands, at the level you chose.
  • Messages — a thread with you, attached to the project.
  • Invoices — once issued.
  • Bugs they reported, when you mark them client-visible.

Give them the short version

There is a single page written for them rather than for you: you have been invited to a project. Send them that link rather than explaining it yourself.