How to add clients to a project

Adding a client to a project takes two simple steps. You can stop after step 1 if you don’t need to collaborate with the client inside the project.

Step 1: Add the client to the project

Open the project.
Go to Project settings → General.
Select the client you want to add.

Once added, the project will appear on that client’s Dashboard.

Step 2: Invite client users (optional)

If you want to collaborate with the client inside the project, invite their users (guests).

Click the project name at the top, then select People from the dropdown.

Click Invite guests:

From here, you can invite existing guests or new guests.

1/ Invite existing guests

You can add guests who are already in your workspace.

Use the Guests field to search by guest name
Use the Company field to search by client name and filter guests from that client

Add all guests from a client

If you want everyone from a client to join the project:

Select the client in the Company field.
Click Add all guests.

This selects all guests from that client at once.

2/ Invite new guests

Add a new guest to an existing client

Enter the guest’s name and email.
Select an existing client in the Company field.
Send the invite.

Add a new guest and a new client at the same time

Enter the guest’s email address.
Type a new client name in the Company field and press Enter.
Send the invite.

Upbase will create the client and invite the guest in one step.

Inviting guests from multiple clients

You can invite guests from different clients to the same project.

Guests are usually client users, but they can also be freelancers or external contractors.

This makes it easy to work with multiple clients — all in one project, without mixing access.