🚀 How to create your first client project

This guide walks you through setting up your first client project in Upbase.

You’ll do this in two parts:

1. Add a client and invite their users (guests)
2. Create a project and connect it to that client

Step 1: Add a client and invite client users

1. Add a new client

1. Click Clients in the left sidebar.

2. Click Add Client.

   

3. Enter the client name.
4. (Optional) Add tags to help organize your clients.

5. Click Add.

   

   The client is now created.

2. Invite client users (guests)

1. Open the client you just created.
2. Go to the Details tab.

3. On the right side, click Invite under Guests.

   

4. Enter one or more email addresses.
5. (Optional) Add a title. If you’re inviting multiple guests, leave this field empty. You can always update titles later.

6. In Add to projects, keep the default No project. You’ll add them to a project in the next step.

   

   
   
7. Click Invite.

✅ You’ve now added a client and invited their users.

Step 2: Create a project and add the client

1. Create a new project

1. In the left sidebar, click the + icon next to Projects.

2. Select Project.

   

3. Enter a project name.
4. Choose a color and icon (optional).

5. In the Client field, select the client you just created.

   

6. Click Create project.

2. Invite client users to the project

After creating the project, you’ll be taken to Project Settings → People.

1. Click Invite guests.

   

2. Select the client users you want to add.

   

3. Confirm the invite.

The client can now collaborate inside the project.

Add your internal team

If needed, click Add members to invite your own team members to the project.

You’re all set 🎉

You’ve successfully:

• Created a client
• Invited client users (guests)
• Created a project
• Connected the client and invited them to collaborate

Your first client project is ready to go.