How do I add Clients to a Project?

You can assign multiple clients to your projects with Workstatus. This makes it easy for organization owners to manage clients.

Roles and Permissions:

Organization Owner/Manager :

• They can Add Clients, Remove Clients and Edit Clients.

Project Manager (User) :

• They can't Add Clients, Remove Clients and Edit Clients.

User :

• They can't Add Clients ,Remove Clients and Edit Clients.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Please note, before you can link projects to your clients you will need to add them to Workstatus.

1. How to add clients to a projects?
2. How to remove clients from projects?

How to add clients in projects?

• STEP 1

Go To Client module under People tab and invite a client, at that time you choose the Project for which the client is to be added.

One client can be added at a time to 1 project.

• STEP 2

Select Projects from the main navigation menu.

• STEP 3

Click on the Project name and click on the overview tab to see the results

Remove clients from projects

• STEP 1

Select Client from the main navigation menu >> Click on 3 dots and select Edit.

Now here change the Project name for that specific Client OR choose Delete client option.

Updated on: 18/12/2025