Within Teamwork, client users are
one of three user license
types you can choose
from when adding people to your
site.
Note: Client users
are available on per-user Pro/Deliver
subscriptions and above.
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. 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
- 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.
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.
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.
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.
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.
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.
Managing a
client user's
project
permissions
To update a
client user's
project-level
permissions, go to
the People section
of your
site.
Click the three dots to the
right of the user's details and
select Edit Profile from
the dropdown.
Select the
Permissions tab and
click the
blue Edit button
beside the Project
access count.
From the list of
available
projects, select Edit to
the right the relevant
project.
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.
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.
Note: Teamwork
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