Clients and roles

Your clients need to see their project without costing you a team member. Clients are free and unlimited on every edition. See licence and team members.

Roles #

Staff are the users on your staff email domains. Everyone else joins a project by invite and has one role per project: admin, member or client. The project settings page lists who has which role.

What	Staff	Project admin	Member	Client
See every project	Yes	No	No	No
Create, archive and delete projects	Yes	No	No	No
Change project settings, statuses and members	Yes	Yes	No	No
View issues and comments	Yes	Yes	Yes	Yes
Create issues	Yes	Yes	Yes	Only if the project allows it
Edit issue fields and move cards on the board	Yes	Yes	Yes	Title and description of their own issues
Comment	Yes	Yes	Yes	Yes
Attach a file to an issue	Yes	Yes	Yes	Yes
Log time	Yes	Yes	Yes	No
See time and estimates	Yes	Yes	Yes	Only if the project allows it
Read docs	Yes	Yes	Yes	Shared docs only
Create and edit docs	Yes	Yes	Yes	No
Delete a doc	Yes	Yes	Own docs	No

What clients see #

Clients only see projects they were invited to. Two project settings decide what they get beyond the basics: whether they can create issues, and whether they can see time and estimates. Clients never see Internal docs.

Inviting users #

In project settings, open Members, invite someone by email with a role (the default is Client), change a member’s role, or remove them. The person gets an email with a link. If they already have an account they are simply added. If mail is not set up, copy the invite link instead. See email.

Changing a role from client to admin or member adds a team member.