Setting Up Hubstaff for Multiple Clients

You can assign multiple clients to your projects with Hubstaff. This makes it easy to manage invoicing and billing for your clients.

Please note, before you can link projects to your clients you will need to add them to Hubstaff.

  1. How to add clients to new projects
  2. How to add clients to existing projects

How to add clients to new projects

Step 1

Select Projects from the main navigation menu. Then click Add project.

Step 2

A pop up window will appear allowing you to enter in the details of your project. Select the relevant client under the Client field.

Hit Save to finalize the project.

How to add clients to existing projects

Step 1

If you have already created your project, and want to assign or change the client, please follow the steps below.

Select Projects from the main navigation menu. Then click Actions and Edit project.

Step 2

A pop up window will appear allowing you to select or change the client. Select the correct client under the Client field.

Hit Save to finalize the changes.

If you’d like to limit the client’s view so that they can only monitor certain projects, please see our helpful guide here.

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