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

Open Clients and go to the Teams tab.
Select Create team.
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.

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.

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 and Create a client theme.

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.

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.

Updated on: 09/11/2026

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