Share a project with a client

Sharing a project gives a client a window into the work. They see only that project, and can follow missions and comment, but not change anything.

Share with a new person#

1. Open the project.
2. Press Share at the top.
3. In Email addresses, enter the client's email address.
4. Choose the Guest role. The Projects they can see list appears: pick the project or projects to share.
5. Press Send invites.

The client receives an email, creates their account and lands on the shared project. If the email does not arrive, copy the invite link from Team and send it yourself, see Invite or confirmation email not received.

Share with a freelancer or teammate (project access)#

Use this for people who should work on the project, not just watch it.

1. Open the project and press Share.
2. Enter their email and keep a working role such as Member.
3. Under What they can see, keep Only “project name” to give this project only, or choose Whole workspace for every project.
4. Press Send invites.

With project access they can create and edit missions, comment and track time in this project (their role decides exactly what), but they do not see your other projects.

Share with someone already in your company#

1. Open the project and press Crew (or Members) in its left menu.
2. Under Add someone already in your company, search for the person and choose them.

Each person in the crew has a label: Whole workspace, This project only, Admin or Guest. Someone who was not in this workspace yet gets this project only. Someone who already sees the whole workspace keeps it: bigger access always wins. No extra seat is used.

Remove access#

In the same Crew panel, press Remove next to a person. People with project access or guests lose access to that project immediately. People with Whole workspace still see it, because their access comes from the workspace. To change that, or to remove a person from the company, see Invite and manage members.

Only people who can invite others (Owners and Admins by default) see the Share button. Managers can still add people who are already in the company through the Crew panel.