How to add Clients to a Project?

Roles and Permissions:

Organization Owner/Manager :
They can Add Clients.

Delivery Head :
They can Add Clients.

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

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

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 project.

STEP 3

Next, choose a name for your project and select the relevant members for different roles. Select Client from the client dropdown, click “Add project” 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 changes” 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

Uncheck/Unselect Client and click “Save” to finalize the changes.

Updated on: 18/04/2024