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Adding Clients To Projects

You can add clients to projects or remove them from projects. One client can collaborate on many projects in the same time.

Updated over 2 months ago

Once your Client Staff members have joined Productive, it's time to give them access to projects you're working on together, as initially, they won't see any project or task information.
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Go to your client's personal profile through CRM > Contacts, or type in their name in the search. When there, open their Projects tab.

You can add one client to as many projects as you need. If you want to remove them from a project, click on the x button next to a project.

At this point, your client still doesn't have access to any financial information about the project. They can only collaborate on the project, see tasks and task lists, open new tasks, comment on tasks, close tasks, and filter tasks.

Access to financial information and time entries is a special kind of permission that needs to be granted separately from just adding a client to a project.ย 
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To have the client see budget and timesheet information, make them Client Managers. Find out more about adding clients to budgets and what they can see after they've been added.
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