✔️ 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
  • Provide your clients visibility into work related to their projects.
  • Keep conversation contextual aka where the work happens — on tasks.
  • Create trackable work (ex. approval tasks) for clients to sign off on works where needed.
Who
  • Site admins can add and manage users.
  • Standard users with the profile permission to:
    • Manage people and companies (allows users to invite people to the Teamwork.com site).

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
  • Provide your clients visibility into work related to their projects.
  • Keep conversation contextual aka where the work happens — on tasks.
  • Create trackable work (ex. approval tasks) for clients to sign off on works where needed.
Who
  • Site admins can add and manage users.
  • Standard users with the profile permission to:
    • Manage people and companies (allows users to invite people to the Teamwork.com site).

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)

Client user permissions

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
✗

Manage a client user's permissions

  1. Click People in Teamwork.com's main navigation menu.
  2. Switch to the People tab.
  3. Scroll to the relevant user.
  4. Click the ellipsis (three dots) on the user row's right.
  5. Select Edit. 

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  6. Switch to the Permissions tab.
  7. Click Edit beside the Project access count. 

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  8. Manage project access:
    1. Check the box on the left of each project you want to add the client user to (or remove from). 

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  9. Manage project permissions:
    1. Click Edit on a project's right.
    2. 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.
    3. Click Update.
  10. Click Finished.

Add a client user to your site

  1. Click People in Teamwork.com's main navigation menu.
  2. Switch to the People tab.
  3. Click Invite users.
  4. Fill out the person's name and email address. 
  5. Repeat step 4 for each client user you want to invite.
  6. Select a company to add the client users to.
  7. Click the dropdown beside the company field and select Client user as the user type.
    📝 Client users can only be members of external client companies. If the owner company is selected, the client user option is hidden. 
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  8. Click Next.
  9. Check the box beside each project you want to add the client user(s) to.
  10. Click Next.
  11. Click Send invites.

Downgrade an existing user to a client user

  1. Click People in Teamwork.com's main navigation menu.
  2. Switch to the People tab.
  3. Scroll to the relevant user.
  4. Click the ellipsis (three dots) on the user's right.
  5. Select Edit.
  6. Switch to the Essentials tab.
  7. Click the Type dropdown and select Client user.
  8. Click Update.

Another option...

  1. Click People in Teamwork.com's main navigation menu.
  2. Switch to the People tab.
  3. Click a standard user's name to open their profile. Make sure you're editing a user already in an external client company.
  4. Click the ellipsis (three dots) in the profile's top right.
  5. Select Downgrade to a Client user.
  6. Click OK.

Explore

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