✔️ Available on Deliver, Grow, and Scale
subscriptions. 1
| What | A free license type
that lets you bring clients
into your projects to
collaborate. Client licenses
are similar to standard user
licenses but with reduced
permissions. We walk
through their
permissions
below. |
| Why |
|
| Who |
Client
users can be added
to client
companies. They
cannot be added to
your owner
company. |
| When | Any time you
acquire new
client work and need the
client to have visibility
over
the project in some
capacity (communicate
with
them via the
project, collaborate with
them on the work (reviews,
approvals, clarifying
questions,
etc)). |
| What | A free license type
that lets you bring clients
into your projects to
collaborate. Client licenses
are similar to standard user
licenses but with reduced
permissions. We walk
through their
permissions
below. |
| Why |
|
| Who |
Client users can
be added to client
companies. They cannot be
added to your owner
company. |
| When | Any time you
acquire new
client work and need the
client to have visibility
over
the project in some
capacity (communicate
with
them via the
project, collaborate with
them on the work (reviews,
approvals, clarifying
questions,
etc)). |
Who should be a client user?
Client user license were built for your
clients, to give them access, but not too
much. It’s a built for purpose,
limited-permission license type.
Good fits for client user licenses
- Clients! People who contract work from your company but who aren’t part of your company. They need to contribute in some way on a project (ex. communication via project messages, contracted work alignment via task comments).
Bad fits for client user licenses
- Internal team members
- Clients who exclusively need to review
and approve proofs (they can do this
without a client license)
What can client users do in Teamwork.com?
Project-level rights
| Permission | Client
user
access |
|---|---|
| Be added to up to 5 of
their
client company's projects | ✔ |
Create project items (ex.
tasks, milestones,
messages) | ✔ |
Edit project items | ✔ |
| Complete tasks and
milestones | ✔ |
| View and upload files | ✔ |
Add and reply to
messages | ✔ |
| Add comments to project items
(ex. tasks, milestones,
files) | ✔ |
Create and manage
forms | ✗ |
| View project
profitability | ✗ |
| Manage a project's
members | ✗ |
| Be a project
administrator | ✗ |
| Permission | Client
user
access |
|---|---|
| Be added to up to 5 of
their
client company's projects | ✔ |
Create project items (ex.
tasks, milestones,
messages) | ✔ |
Edit project items | ✔ |
| Complete tasks and
milestones | ✔ |
| View and upload files | ✔ |
Add and reply to
messages | ✔ |
| Add comments to project items
(ex. tasks, milestones,
files) | ✔ |
Create and manage
forms | ✗ |
| View project
profitability | ✗ |
| Manage a project's
members | ✗ |
| Be a project
administrator | ✗ |
📖 Learn
more about
the full scope of client user
permissions
and site access.
Site-level rights
| Feature | Client
user
access |
|---|---|
| My work | ✔ |
| My timesheet | ✔ |
My calendar | ✗ |
| Templates | ✗ |
| Reports | ✗ |
| Planning > Schedule,
Workload, Portfolio | ✗ |
| People | ✗ |
| Feature | Client
user
access |
|---|---|
| My work | ✔ |
| My timesheet | ✔ |
My calendar | ✗ |
| Templates | ✗ |
| Reports | ✗ |
| Planning > Schedule,
Workload, Portfolio | ✗ |
| People | ✗ |
How do I manage a client user's permissions?
- Click People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Scroll to the relevant user.
- Click
the ellipsis (three
dots) on the user row's
right.
- Select Edit.
6. Switch to
the Permissions tab.
7. Click Edit beside
the Project
access count.
8. Manage project access:
Check the
box on
the left of
each project you want
to
add
the client user to (or
remove
from). 
9. Manage project permissions:
9. Manage project permissions:
- Click Edit on
a project's right.
- Toggle on the permissions you
want the client user to have.
Likewise, toggle off any you
do not want to
grant. Some permission
toggles are not clickable
for client
users due to
their
limited
permissions.
- Click Update.
- Click Finished.
How do I add a client user to my site?
- Click People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Click Invite users.
- Fill out the person's name and
email address.
- Repeat step 4 for each client user
you want to
invite.
- Select a company to add the client
users to.
- Click the dropdown beside the company field and select Client user as the user type.📝 Client users can only be members of external company companies. If the owner company is selected, the client user option is hidden.
- Click Next.
- Check the box beside each project
you want to add the client user(s)
to.
- Click Next.
- Click Send
invites.
How do I change an existing user to a client user?
- Click People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Scroll to the relevant user.
- Click
the ellipsis (three
dots) on the user's right.
- Select Edit.
- Switch to
the Essentials tab.
- Click
the Type dropdown
and
select Client user.
- Click Update.
Another option...
- Click People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Click a standard user's name to
open their
profile. Make sure you're
editing a user already in an
external company
company.
- Click the ellipsis (three dots) in the profile's top
right.
- Select Downgrade to a
Client user.
- Click OK.
Frequently asked questions
Do client users cost anything?
No. Client users are a free license type.
Can client users be part of my owner company?
No. Client users can only be added to client companies.
Who can add client users?
Site admins, and standard users with the profile permission to manage people and companies.
Explore
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.