Sometimes you want to show progress to someone outside the team — a client, a stakeholder, an advisor — without giving them the keys to everything.

1. Add the person as a Client

Open Menu → My Company, click Invite users and choose the Client role for their email address.

Inviting a user with the Client role

2. Give them access to one project

  1. Go to the Projects list.
  2. On the project card, click the person icon.
  3. Find the client and set them to Can access.
  4. Close the dialog.
The Client Access dialog sharing a single project

What the client sees

The client can open only the projects you shared — their activities, documents and budgets — and cannot see other company projects. Remove the access at any time from the same dialog.