For a quick overview, check the Clients video guide.
Add a client
Clients are the individuals or organizations for which you work on projects. They can be added in two places:
1) From the Info tab within each project's menu. This action can be performed by all the team members with project edit rights.
2) From the Clients & Project codes tab within your Team settings. In this section, the Account Owner and users with Admin access rights can add and edit the list of clients.
Edit the client's name
To edit the name of the customer, click on the pencil icon at the far right of the page. Once you enter the new name, click the checkmark icon to save the changes.
Delete a client
To delete the client, click on the trash bin icon. Note that this action will remove the client from any projects to which they are currently assigned.
