Add a client to a project

Why use it

Couples, business partners and property managers often share decisions on a project. Adding each of them as a client on the project means each one can be invited to the portal with their own sign-in, instead of forwarding emails between them.

When to use it

• A project created without a client. Add the client once the job is confirmed.
• A second decision-maker. Add a partner or spouse as a co-client.
• A returning client. Choose them from Choose existing so all their projects stay under one record.

Before you start

• You need to be the owner or an admin.
• Open the project from Projects.

Steps

1. 1

Try it: guided demo

1. 1Create new

1. On the project overview, choose Manage clients next to Clients. On a project with no client yet, choose Add client.
2. To add someone already in your client list, search by name or email under Choose existing.
3. To add someone new, open Create new and enter their First name and Last name, for example Jordan Rivera.
4. Add their email if you have it. You need one to invite them to the portal later.
5. Choose Create & add. They join the project as a co-client and your client list.

What happens next

• The client appears in the Clients panel. The first client on a project is marked Primary; anyone after that is a co-client.
• A new client is also saved to your client list, so you can pick them on future projects.
• Adding a client doesn't send any email. Invite them separately: Invite a client to the portal.

Limits

Troubleshooting

• First and last name are required: fill in both names before choosing Create & add.
• This person is already the primary client on this project.: they are already on the project as its main contact. No need to add them again.