Clients

Who can use it: Super Admin and Project Manager.

A client is a company your firm delivers for. Every project belongs to one client, and client users only ever see their own company’s projects.

Why it matters

Keeping clients separate means Harbor Foods can never see another client’s work, even by accident. It also gives you one place for everything about a client: its details, its projects, the people you deal with, and who can sign in.

Use case

Bluepeak has just signed Harbor Foods. Ravi (PM) adds Harbor as a client, records Harbor’s finance contact, and invites Tom, Harbor’s product owner, as a client user. Then Ravi starts the Harbor Ordering App project straight from Harbor’s page.

flowchart LR
    C["Harbor Foods<br/>client"] --> D["Details"]
    C --> P["Projects<br/>Harbor Ordering App"]
    C --> K["Contacts<br/>on record, no sign-in"]
    C --> U["Users<br/>Tom signs in"]

Add a client

1. Go to Settings → Clients and select New client.
2. Enter the company details and save.
3. Open the client. Its page has four tabs: Details, Projects, Contacts and Users.

The client’s tabs

Tab	Use it to
Details	Edit the company details, or archive the client
Projects	See the client’s projects, open one, manage its team, or start a new project for this client
Contacts	Keep a record of people at the client. Contacts don’t sign in
Users	See the client users who sign in. Invite them from Team with the Client role

Contacts or users?

A contact is a name in your records, such as Harbor’s finance lead. A user signs in to NorthFloe, like Tom. Add someone as a user only if they need to review, sign off or accept work.

Finding clients

The client list shows each client’s active users and projects. Use the Active / Archived filter to find past clients.