Client

The Client role gives clients and vendors controlled access to a workspace. Clients can contribute records, comments, and files without managing the workspace.

Permissions

Clients can:

• Add records to the workspace.
• Delete records that they created.
• Add comments to existing records.
• Upload files to records and comments.
• Invite people as Client, Comment Only, or View Only.
• Read all comments and view workspace details.

Limitations

Clients cannot:

• Create new workspaces when your organization role allows it. Organization Clients cannot create workspaces.
• Delete records created by another person.
• Create or change lists.
• Change workspace settings.
• Manage custom fields or automations.
• Edit doc pages.

When to use this role

Use the Client role for:

• Clients who must provide feedback and add records.
• External partners who contribute without managing a workspace.
• Review and approval processes that require external input.

Assign the role

A new user can be invited as Client by a Workspace Owner, Project Administrator, Team Member, or Client. Only a Workspace Owner or Project Administrator can change an existing member’s role.

1. Open People in the workspace.
2. Add the person.
3. Assign Client.