Teams, clients and guests

Three Settings tabs describe the people and companies around the work.

Teams

Settings → Teams groups users so you can mention or assign work in bulk. Click Add new team, give it a Name (unique on your workspace) and an optional Description, then Create team.

Each row shows the team name and a member count. Click it to expand. Inside, + Add member lists everyone not already on the team — choose a person and click Add; Remove takes someone off. Edit renames the team, Delete removes it and all its member associations.

The payoff is on a board. In a project’s settings, Members → Invite → Team adds every member of a team to the project at one role; anyone already there is skipped, and the confirmation says how many were added. Adding a team copies its roster in rather than linking to it, so later team changes don’t flow through. See Projects.

Clients

Settings → Clients tracks who you’re doing the work for. Every project is billed against a client, so this list is what the project picker draws from.

The table lists Display Name, Email, Phone, Country and Created, with a search box above it. Click Add new client or Edit on a row; the dialog has two tabs.

Client Details holds the company and contact record: Company Name, Email (required), First Name, Last Name, Client Display name (picked from the company name or the first and last name you entered), Phone Number, Mobile Number, Street Address 1 and 2, City, State/Province, Country and Zip Code.

Notes & Attachments holds free-form Notes — click to edit, with the usual rich-text editor — and a file area. Drop a file or use Choose File: PDF, JPEG, JPG and PNG, up to 100 MB each, with Download and Remove on each one.

Delete permanently removes a client, after a confirmation.

Your internal client

Your workspace has one client representing itself. It never appears in this table, but it’s always the first option in a project’s client picker, shown as Internal with your company name — use it for your own work. It can’t be deleted, and its name comes from My Organization.

Guests

Settings → Guests covers external accounts that can comment on work you share with them. Guests don’t use a paid seat. Each guest can use one chat channel, which you choose when you invite them or edit them.

Guest seats shows how much of your plan’s guest allowance is in use. Active guests and pending invites count; deactivated guests don’t, so deactivating one frees a seat. On Starter the card reads “Guests aren’t included in your plan”. See Plans and storage.

Current guests lists each guest’s name, email, Chat channel, status and the date they were added. Click Edit on a row to choose that guest’s chat channel. Inviting, role changes and deactivation happen on the Users tab — the Manage in Users link takes you there.

A guest’s chat channel

In Edit user, the Chat channel field lists the workspace’s public channels and the private channels you are a member of. Pick No channel to give a guest no chat at all.

• A guest can read and post in their one channel and send direct messages to the people in it, and those people can message them back. Nothing else in Chat is visible to them.
• With no channel, a guest has no chat and no direct messages.
• Two guests on different channels can’t see or message each other.
• In a channel’s member list, guests appear greyed out with a Guest tag: you can see who they are, but you can’t add or remove them there. Change a guest’s channel only from Edit user; the change reaches an open tab straight away.
• If a guest’s channel is archived, the guest is left with no channel until you pick another.

A guest sees only the people they share a project or their chat channel with, can be given view access only on wiki pages, and can’t be a project owner or admin.