Clients were formerly called Companies.
How do I view or add a client in Teamwork.com?
To view your clients in Teamwork.com, open the Clients tab in the left-hand navigation. To add a client:
- Select Clients in the left-hand navigation.
- Click Add client in the top-right corner.
- Enter the client's name and any other details, then save. Each client name must be unique.
The Clients tab lists every client with its project count, task completion and health. Your owner company shows the Internal label.
What's the difference between the owner company and an external company?
In Teamwork.com, the owner company is your own organization and is created automatically when you set up your site. External companies are the organizations you work with, such as customers, agencies or freelancers, who only need access to some of your projects.
| Owner company (Internal) | External company |
|---|---|
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You can also use clients in Teamwork.com to assign work, and to control privacy, notifications and followers for a whole group of people at once.
Which user types can I add to a client in Teamwork.com?
Teamwork.com has three user types. Where each one can sit, and what it costs, depends on the client:
| User type | Owner company | External company | Uses a paid seat | Permissions |
|---|---|---|---|---|
| Standard user | Yes | Yes | Yes | Up to administrator (owner); fewer profile permissions (external) |
| Collaborator | Yes | Yes | No, free | Restricted |
| Client user | No | Yes | No, free | Like a standard user, with a reduced set |
Can my clients access projects without a paid license?
Yes. Teamwork.com's client user license lets you bring your clients into the projects they need without adding cost to your subscription. Client users work like standard users with a reduced set of permissions, so clients can follow progress, comment and collaborate while your team keeps control of the project.
Frequently asked questions
Can a user belong to more than one client in Teamwork.com?
No. Each Teamwork.com user belongs to one client at a time. You can move a user to a different client whenever you need to.
Can client users be part of the owner company?
No. Client users can only belong to external companies. People on your own team should be standard users or collaborators.
Do client users cost extra in Teamwork.com?
No. Client users don't count toward your paid seats, so you can invite as many client contacts as your projects need.
What happened to Companies in Teamwork.com?
Companies were renamed Clients. It's the same feature: your existing companies, users and settings are now under the Clients tab.