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.

How to add clients to new projects?
How to add clients to existing projects?
How to remove clients from projects?

How to add clients to new projects?

STEP 1

Select Projects from the main navigation menu.

STEP 2

Click Add new project.

STEP 3

Next, choose a name for your project and select the relevant members for different roles.
If you want to add client then click on check box then additional information's field will open then client field will be visible.

Select Client from the client dropdown, click “Save” to finalize the project.

How to add clients to existing projects?

STEP 1

Select Projects from the main navigation menu.

STEP 2

Click on the [ ⋮ ] button on the right side of the project you wish to edit and then click on the “Edit project” option.

STEP 3

Update Client and click “Save” to finalize the changes.

How to remove clients from projects

STEP 1

Select Projects from the main navigation menu.

STEP 2

Click on the [ ⋮ ] button on the right side of the project you wish to edit and then click on the “Edit project” option.

STEP 3

Deselect Client and click “Save” to finalize the changes.

Note : You can add only one client in one project .And one client can have multiple project .

Updated on: 23/10/2024