> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.workstatus.io/sitemap.xml
> Use this file to discover available pages before exploring further.
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# Setting up Workstatus Project for multiple Clients

# 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/__](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.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1gq1wmo.png)

* **Step 2 :** Click on  **Project Settings**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1ac6ask.png)

* **Step 3 :** Navigate to the **People Rates** tab

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_ct1djz.png)

* **Step 4 : Click on Add Member**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_ehapsr.png)

* **Step 4 :** Select  Client.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1a5rwbe.png)



* **Step 6 :** 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 and click on **Invite New**. An invitation will be sent, and once the invitation is accepted, the client will be automatically added to the project.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_17bbjjp.png)

* **Step 7 :** Click on **Send Invite.**


![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1il1oms.png)


* If you enable **“Can access web portal”**, the client will be able to **log in to the portal** and **view their project progress. After** selecting the required option, click on **Send Invite.**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_ucf6bw.png)


* **Step 8 : Client will be added successfully.**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_6xz1dg.png)



# Alternative Method to Add Client

* **Step 1 :** After selecting the project, go to the **Overview** section.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_193rsk3.png)

* **Step 2 :** Scroll down to **About Project.**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_hb5z9d.png)

* **Step 3 :** Click on **Client.**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_7715y5.png)

* **Step 4 :** If the client is already invited, search and select the client.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_q9dnux.png)

* **Step 5 :** If the client is not available, enter the client’s email ID, Click on **Invite New** to add the client.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_71kak1.png)


* **Step 6 :** Click on **Send Invite.**


![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1tlfp05.png)

* **Step 7 : Client will be added successfully.**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_15pybsw.png)