✔  Available on Deliver, Grow, and Scale subscriptions 1

Within Teamwork.com, client users are one of three user license types you can choose from when adding people to your site.

Understanding client user permissions

The purpose of client users is to enable you to bring clients into your projects where necessary, without incurring extra costs onto your subscription. Client users are similar to standard users but with a reduced set of permissions.

Client users can be granted the same permission options at project-level as standard users. This means they can perform similar actions such as adding project items (tasks, milestones, etc.), completing tasks, or replying to messages. They can also become the project owner on the projects where they are a member.

Beyond project permissions, client users have reduced permissions within Teamwork.com. Client users are also restricted to being a member of a maximum of 5 projects at a time.

Client users cannot be granted the following permissions:

  • Site administrator
  • Access or manage project templates
  • Access or manage resource scheduling
  • Add projects
  • Manage task templates
  • Manage people and companies
  • Access or manage Portfolio
  • Manage custom fields
  • Automatic access to future projects
  • Project administrator on any project
  • Create custom reports

Client users also cannot:

  • Be part of the owner company
  • Be a member of more than 5 projects
  • Be a member of projects outside of their own company
  • Access the site-level People area
  • Access Planning > Workload
  • Share the same email domain as the site owner in the owner company

Adding a client user

To add a new client user, click the More option in the main navigation menu on the left of your site and select People.

In the People area, select the People tab from the horizontal menu to view and manage your users.

Each user will have a user type tag with a unique color. Client users will be indicated in aqua, while standard users are green and collaborators are purple.

In the top right of the People area, click the arrow to the right of the Invite Users button and select Add User from the dropdown menu.

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When adding the relevant details for the new user, you can select Client User from the user type dropdown.

Note: Client users can only be created for external companies on your site. You will need to select an external company in the Company dropdown in order for the client option to become visible in the Type dropdown.

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Viewing client users

In the People area of your site or in an individual project, you can quickly filter to view only client users.

You will see a count for each user type at the top of the list. Clicking the client count will update the list to show only the client users.

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Downgrading an existing user to a client user

You can also change an existing standard user to a client user, either via the site-level People area or in an individual project's People section.

Click the three dots to the right of the user's details and select Edit Profile from the dropdown.

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Go to the Essentials tab in the user's details modal and update the Type field from standard user to client user before clicking Update.

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You can also downgrade a user while viewing their profile. Click the options button (three dots) in the top right and select Downgrade to a Client from the dropdown menu.

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Managing a client user's project permissions

To update a client user's project-level permissions, go to the People section of your site.

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Click the three dots to the right of the user's details and select Edit Profile from the dropdown.

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Select the Permissions tab and click the blue Edit button beside the Project access count.

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From the list of available projects, select Edit to the right the relevant project.

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You can then adjust the permissions for the client user on the selected project.

Any permissions unavailable to client users will be crossed out. If you have a user that needs any of those permissions, you will need to upgrade them to a standard user.

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At project level, you can update the user's permissions for that individual project. In the project's People area, click the three dots to the right of the user's details and select Edit project permissions from the dropdown.

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Note: Teamwork.com reserves the right to suspend services should there be any improper use of any features as outlined by our Terms of Service.

For more information, see: Understanding User Permissions and Access

1. Also available on legacy subscriptions: Pro, Premium, Enterprise.