Client Role
The Client role in ActiveCollab is a limited role intended for external collaborators - usually customers, stakeholders, or contractors - who need visibility into certain aspects of a project without full access to internal project management features.
How To Invite a Client?
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on the People page in the left-side menu
- Step 3: Click on the ‘’+’’ icon in the top-right corner of the page
- Step 4: From the dropdown menu, click on Invite People
- Step 5: Click on Client
- Step 6: Fill out Basic Details:
- Email Address
- First Name
- Last Name
- Company - from the dropdown menu, select the company you wish to add your client to (optional)
- Title - add a title for your Client (optional)
- Invite to Projects - choose the projects you wish to add the Client to (optional)
- Step 7: Click Proceed
- Step 8: In the Additional Details section
- Select the Invitation Language from the drop down menu
- Write a Welcome message (optional)
- Step 9: Click Invite
What can a Client Role do?
- View tasks that are not hidden from Clients
- Create discussions
- Edit and delete discussions they have created
- Create and edit notes
- Delete notes they have created
- Add files on a task through comments or in the Files section
- View Time and Expenses (if the option "Allow Clients to see time and expenses" is enabled)
What can’t a Client Role do?
- Access tasks that are hidden from Clients
- Be an Assignee on a Task
- Reorder or edit tasks or task lists
- Open/complete tasks
- Log Time and Expenses
- Add a new Time Estimate or change an existing one
- See Time and Expenses if the option “Allow Clients to see time and expenses” is not enabled
- See Time and Expenses on a task hidden from Clients
- See access logs
Which Sections are Visible to Clients?
- Projects - open and completed projects they’re invited to,
- Activity
- Calendar
Which Sections are Not Visible to Clients?
- People
- Estimates
- Invoices
- Reports
- Add-Ons
- Trash
How Much Does a Client Role Cost?
In ActiveCollab, the Client role is completely free and you can have as many users with a Client role as you wish on your account.
What is the Difference Between a Client + and a Client Role?
The difference between Client and Client + roles in ActiveCollab are the following:
Client is a free role, while Client + is a chargeable role
Client roles have limited access, while Client + roles have broader project permissions
You can read more about Client + permissions here.
How to Change a Client to a Client + Role?
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on the People page in the left-side menu
- Step 3: Locate the Client whose role you wish to change
- Step 4: Click on the three dots (...) located on the far right side
- Step 5: From the dropdown menu, click on Change Permissions
- Step 6: Check the box underneath the Additional Permissions section
- Step 7: Click Save
- Note: If you don’t see this option, check in the Add-Ons section if Client + role is enabled.
- The Client + role is a chargeable role, and you will be billed for their seat.