Setting Up Hubstaff for Multiple Clients

You can assign clients to your projects in Hubstaff to make it easy to manage client invoicing and billing. Please note that before you can link projects to your clients, you will need to add them to Hubstaff.


Table of contents

  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 Project management > Projects from the main navigation menu.

sidebar menu project management projects item

Then click Add project.

Project page header

Step 1

A pop-up window will appear, allowing you to enter the details of your project. Select the relevant client for the project under the Client field. After entering all the other necessary details/settings, hit Save to create the new project.

New project popup

How to add clients to existing projects

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

Step 1

Select Project management > Projects from the main navigation menu.

sidebar menu project management projects item

 

For the project you want to add the client for, click Actions and Edit project .

Edit project page

Step 2

A pop-up window will appear, allowing you to edit details of your project. Select or change the relevant client for the project under the Client field and hit Save to update the changes.

Edit project pop up

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

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