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# Put clients into a team

| **Plans:** Pro and Agency.

You can put clients into a team, for example when several people at the same company work with you. Everyone in a team sees the same requests, files and orders. The owner and the admins of a team manage the team and the permissions of each member. You create teams on the **Teams** tab of **Clients**, or inside a client's profile.

## How to create a team

1. Open **Clients** and go to the **Teams** tab.
2. Select **Create team**.
3. Add the people from that company to the team, or invite them by email. You can also let the team owner invite their colleagues.

![A team needs a name (2) and an owner (3), who can be an existing client or a new one.](https://getzendo.io/wp-content/uploads/2026/11/kb-c4-create-team.webp =500x624)

![People can be added to the team by email or from your existing clients (3). With Send invitations off, they join the team straight away and get no email.](https://getzendo.io/wp-content/uploads/2026/11/kb-c4-invite-members.webp =500x352)

To give the whole company one sidebar, dashboard, onboarding card or client theme, limit it to the team instead of to single clients. See [Show different things to different clients](https://help.getzendo.io/en/article/show-different-things-to-different-clients-td4yka/) and [Create a client theme](https://help.getzendo.io/en/article/create-a-client-theme-u3u3fz/).

## Settings limited to a team reach new members too

If you limit a sidebar, a dashboard or a theme to a team, everybody in that team sees the same client portal. People added to the team later get it too, without you doing anything.

A file can belong to the team rather than to one person, so the company keeps shared files in one place. To see the work of one company, use the **Team** filter in the requests list, beside the **Client** filter. The team name also appears under the client's name in the requests list, the orders list and the **Request Details** panel of a request.

## A client can be in several teams

One client can belong to several teams, for example a freelancer who works for two of your clients. They switch between teams in their account menu, under **Switch team**, and see that team's requests, files and orders. A client can also create a team themselves with **Create team** in the same menu.

## Clients manage their own team

You do not have to add every new person at a client's company yourself. A client can invite their own colleagues, and each colleague accepts or declines the invitation. Clients manage the team on the **My Team** page of their portal: the team name and logo, the members, the pending invitations and the billing details. A member who is not the owner can leave the team there with **Leave team**.

## Roles inside a client team

Every team has one **Owner**, the person the team belongs to. Only the owner can **transfer** ownership to someone else. Everyone else in the team has one of three roles:

| Role | What they can do |
|---|---|
| **Admin** | Full access, including the team's settings, its members and its billing details. |
| **Editor** | Works on the team's requests, messages and files. Billing and members stay with the admins. |
| **Viewer** | Can view the team's content. |

You change a member's role on the team's page in **Clients › Teams**, with the role next to their name. There you can also remove someone with **Remove from team**, and edit the team's **Billing information**, which appears on the invoices you issue to the team.

## You can stop clients from managing the team

A client can open only what is in their sidebar, and you can hide any item in it. Hide an item for the whole sidebar, or turn on **Limit visibility of this item.** See [Change what is in the client sidebar](https://help.getzendo.io/en/article/change-what-is-in-the-client-sidebar-19vnb7p/).

## Clients get notifications about team changes

A client gets a notification when their place in a team changes: an invitation, being added to a team, being removed from one. The owner of a team is also told when someone joins or leaves it and when ownership changes hands. You set the defaults for these in the **Teams** group, on the **Clients** tab of **Settings › Workspace › Notifications**, and each client can change them for themselves. See [Every notification your clients can get](https://help.getzendo.io/en/article/every-notification-your-clients-can-get-16mqbme/).

## Related

- [Show different things to different clients](https://help.getzendo.io/en/article/show-different-things-to-different-clients-td4yka/)
- [Create a client theme](https://help.getzendo.io/en/article/create-a-client-theme-u3u3fz/)
- [Change what is in the client sidebar](https://help.getzendo.io/en/article/change-what-is-in-the-client-sidebar-19vnb7p/)
- [Every notification your clients can get](https://help.getzendo.io/en/article/every-notification-your-clients-can-get-16mqbme/)
- [Add clients](https://help.getzendo.io/en/article/add-clients-1mfm23b/)