# Manage clients on a project

> See who the client is on each project, add a co-client, invite them to the portal, and choose which teammate they deal with.

Source: https://docs.moodiri.com/projects/clients-on-a-project

## Why use it

Many projects have more than one decision-maker, and each needs their own access to the portal. The **Clients** panel shows at a glance who is on the job and whether they can see it, so you are never unsure whether your client actually received the approval or invoice you sent.

## When to use it

- **A partner or spouse should see the project too.** Add them as a co-client and invite them.
- **A client says they never got the invite.** Check their status, then choose **Resend invite**.
- **Someone should no longer see the project.** Choose **Revoke access**.

For the client's own record (address, notes, all their projects), use [Clients](https://docs.moodiri.com/directory/clients).

## Before you start

- You need to be the owner or an admin to add, invite, revoke or remove clients.
- A portal invite needs the client to have an email address.

## Steps

![Project overview for Lombard Street Loft, with the Clients card listing primary client Alex Rivera, shown as In portal, with email, phone and an edit pencil to manage clients.](https://docs.moodiri.com/shots/projects--clients-on-a-project-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/projects--clients-on-a-project-annotated.webp
1. Open the project and find **Clients** in the side panel. It lists each client's email, phone and portal status.
2. Choose **Manage clients**, the pencil next to the client list.
3. For each client, choose **Send invite** or **Resend invite**, **Revoke access**, or **Remove** for a co-client.
4. Under **Add another client**, search your clients with **Choose existing**, or switch to **Create new** to add a co-client.

## Revoke a client's portal access

![Manage clients dialog for a project, showing Alex Rivera as primary client in the portal with Resend invite and Revoke access, and a search to add another client.](https://docs.moodiri.com/shots/projects--clients-on-a-project--revoke-portal-access-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/projects--clients-on-a-project--revoke-portal-access-annotated.webp
Callout 1: Revoke access


In **Manage clients**, choose **Revoke access** on a client who has been invited or has joined. Moodiri signs them out, cancels any outstanding invite, and clears their portal password and Google or Apple sign-in.

Revoking applies to the client, not just this project, so they lose portal access to every project they have with your firm. To let them back in, choose **Send invite** again. See [Invite clients and manage access](https://docs.moodiri.com/client-portal/invite-clients-and-manage-access#revoke-portal-access).

## Client-facing contact and project manager

![Edit Project dialog for Lombard Street Loft, with project details and a Client identity section where Client-facing contact and Project manager are both set to Maya Chen.](https://docs.moodiri.com/shots/projects--clients-on-a-project--client-facing-contact-and-project-manager-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/projects--clients-on-a-project--client-facing-contact-and-project-manager-annotated.webp
Callout 1: Client-facing contact
Callout 2: Project manager


Each project has two teammate roles, set in **Edit project** under **Client identity**:

- **Client-facing contact**: the teammate shown in the client portal and used as the reply-to address on project emails. When your client replies to an email, it goes to this person.
- **Project manager**: tracks who is responsible for the project. It does not give anyone extra access.
- **Invoice copies**: who on your team gets a copy of invoice emails. Choose **Use firm default**, **Do not send copies**, copy every invoice-authorized teammate by CC or BCC, or **Choose teammates**.

New projects start from your firm defaults. Changing them on a project does not change the firm defaults, and later changes to the defaults don't change the project.

## What happens next

- Invited clients get an email from your firm with a **View your project** button. Their status changes to **Invite sent**, then **In portal** once they join.
- Co-clients you add appear in the **Clients** panel straight away.
- A revoked client sees **No portal access** in **Manage clients** until you invite them again.

## Limits

- Changing the client-facing contact needs the **Client-facing identity** permission, the project manager needs **Project managers**, and invoice copies need **Invoice copy settings**.
- The primary client can't be removed. Only co-clients show **Remove**.
- **Send invite** is unavailable until the client has an email address.

## Questions

### What is the difference between the primary client and a co-client?

The primary client is the main contact for the project and can't be removed. Co-clients, such as a partner or spouse, get the same portal access when invited and can be removed.

### What do In portal and Invite sent mean?

**Invite sent** means the client has an invite but hasn't signed in yet. **In portal** means they have joined. **No portal access** means they haven't been invited.