Add your clients before you create projects or invite anyone, so every project, person and hour has the right client from day one.



What

Update your own company's details and add the clients you work for.

Why

Projects, client users, rates and reports all attach to a client. Adding clients first avoids moving projects and people later.

Who

Site owners and site administrators.

This is step 2 of 8 in the Owner and Administrator onboarding path. About 15 minutes.

Set up your company and clients

Teamwork.com has two kinds of companies:

  • Owner company: your own business. It is created automatically when you sign up and is labelled Internal.
  • External companies: your clients and any outside partners who need access to projects.

1. Check your owner company

  1. In the left-hand navigation, select Clients.
  2. Open your owner company (labelled Internal).
  3. Check that the name, logo, address and website are correct.

2. Add your clients

  1. In Clients, add a new company for each client you will run projects for.
  2. Enter the client's name and any contact details you want to keep on file.
  3. Repeat for any partners or subcontractors who will need access to projects.

Start with your active clients. You can add others when you start work for them.

3. Know the rules before you invite people

  • A person can belong to only one company at a time.
  • Client users must belong to an external company. They cannot be part of your owner company.
  • Your own employees belong to the owner company.

Done when

  • Your owner company details are correct.
  • Each active client is added as an external company.

Next step: Step 3: Choose user types and permissions.