Adding Clients To Asana

Community Forum English Team Onboarding
1

Hello! I hope all is well! Quick question for you, and I hope you can help! How do I invite clients to my projects?

Sincerely,
Matthew L Alexander

2

Hi @Matthew_L_Alexander
simply by clicking on the “+” icon at the top right corner.
Then select “Invite”, copy and paste their email address.
Regards image

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3

Hi @Matthew_L_Alexander and welcome to the Forum! Just to add to what @Sebastien_Levesque said, you can also invite them directly at the Team or Project level. Hope this helps!

4

Hi, I’m a solo designer, and just started using Asana over the weekend. I think I messed up because I created and invited 2 separate clients to collaborate with their specific projects in Asana, and they’ve told me they can see all the info of my other clients, which could be disastrous! How do I collaborate with clients with JUST their own projects? My goal is to have a structure as follows:
CLIENT A
-Project 1
----task 1
-Project 2
----task 1
----task 2

CLIENT B
-Project 1
----task 1
----task 2
----task 3
-Project 2
----task 1
----task 2

I’m having a hard time creating this kind of hierarchy…
Thanks in advance!
Markus

5

Hi Marcus,

You can approach this in many ways.

  1. You can create a team for each client and invite the client as guest member on the team. This way they will see all public projects in the team.

  1. You can create a team for each client, create projects there only for this client, but give access on per project basis.

  2. Another way is to have a team “Projects” and have all customer projects there. You will need to give access project by project to your customers.

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