Setting up Workstatus Project for multiple Clients

The Workstatus Project module allows users to add multiple clients within a single project, enabling better collaboration and streamlined client management. This feature is useful for projects involving multiple stakeholders, as it ensures all relevant clients can be associated with the same project, improving transparency, communication, and overall project coordination.

Roles and Permissions:

Owner / Manager : They can add Clients in a Project.

Project Manager (User) : They can add Clients in a Project.

User : They can't add Clients in a Project.

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:

https://support.workstatus.io/en/article/how-do-i-add-clients-to-a-project-144cj58/

Please follow the steps to add multiple clients in any Project:

• Step 1 : Select Project from the main navigation menu and view the project to which you want to add clients.

• Step 2 : Click on 3 dots and go to "People" tab.

• Step 3 : Inside "People" tab, click on "Add Members".

• Step 4 : Go to "Clients" tab and enter email of the clients.

If client already exists in the organization, enter the name of the client.

If the client does not exist in the organization, enter the client’s email address. An invitation will be sent, and once the invitation is accepted, the client will be automatically added to the project.

• Step 5 : Click on "Invite" button to add clients in the project.

• Step 6 : Client are added successfully in the project and can be seen under "People" section.

Updated on: 12/01/2026