How can I limit client view to assigned projects only?

Limit Client View to Assigned Projects

If you set workers or clients as managers, owners or viewers on the organization level, they’ll be able to see data for all projects, even projects they’re not directly assigned to. If you only want them to be able to see data for certain projects, you’ll want to make them a “user” in the organization, but a “viewer” just within those specific projects. The following instructions will show how to do this.

Step 1

Click on the “Members” tab on the left sidebar, then click on the user’s role and make sure to set them as a “user.”

Step 2

Click on the “Projects” tab, then click on the project you want them to be able to see.

Step 3

Click on their role and select the “Viewer” role. Alternatively, you can click “Edit members” and add them as a viewer if they’re not already on the project.


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